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Beacon Investment Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beacon Investment Advisory Services’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
36,104
-200
-0.6% -$5.71K 0.04% 136
2026
Q1 		$931K Sell
36,304
-1,162
-3% -$31.2K 0.04% 140
2025
Q4 		$1.01M Buy
37,466
+10,488
+39% +$280K 0.04% 133
2025
Q3 		$711K Buy
26,978
+282
+1% +$7.16K 0.03% 150
2025
Q2 		$652K Buy
26,696
+366
+1% +$8.28K 0.03% 153
2025
Q1 		$581K Buy
26,330
+1,731
+7% +$40.3K 0.03% 155
2024
Q4 		$570K Buy
24,599
+7,358
+43% +$171K 0.02% 160
2024
Q3 		$390K Buy
17,241
+2,928
+20% +$63.8K 0.02% 198
2024
Q2 		$307K Buy
14,313
+1,713
+14% +$35.4K 0.01% 220
2024
Q1 		$261K Sell
12,600
-2,502
-17% -$49.3K 0.01% 235
2023
Q4 		$284K Sell
15,102
-17,262
-53% -$303K 0.01% 229
2023
Q3 		$546K Sell
32,364
-315
-1% -$5.53K 0.03% 186
2023
Q2 		$570K Buy
32,679
+2,814
+9% +$46.5K 0.03% 186
2023
Q1 		$482K Buy
29,865
+5,685
+24% +$89.5K 0.02% 190
2022
Q4 		$364K Sell
24,180
-3
-0% -$45 0.02% 209
2022
Q3 		$341K Sell
24,183
-2,238
-8% -$35.1K 0.02% 219
2022
Q2 		$393K Buy
26,421
+1,200
+5% +$19.4K 0.02% 215
2022
Q1 		$453K Sell
25,221
-1,275
-5% -$22.6K 0.02% 217
2021
Q4 		$503K Buy
26,496
+1,932
+8% +$35.7K 0.02% 215
2021
Q3 		$426K Sell
24,564
-774
-3% -$13.8K 0.02% 221
2021
Q2 		$439K Buy
+25,338
New +$428K 0.02% 220

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Beacon Investment Advisory Services's SCHX Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.55% in Q2 2026, selling an estimated $5.71K and leaving 36,104 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #136.

Beacon Investment Advisory Services first reported a position in SCHX in Q2 2021 and has held it in 21 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Beacon Investment Advisory Services held 36,104 shares of Schwab US Large- Cap ETF worth $1.06M as of Q2 2026.
  • Beacon Investment Advisory Services sold 200 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.71K.
  • Schwab US Large- Cap ETF made up 0.04% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #136 holding.
  • Beacon Investment Advisory Services first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.