BWI
SCHB icon

Beacon Wealthcare Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Beacon Wealthcare Inc’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$4.4M Sell
290,226
-79,338
-21% -$1.13M 2.56% 6
2020
Q3 		$4.91M Sell
369,564
-13,422
-4% -$176K 3.06% 6
2020
Q2 		$4.69M Buy
382,986
+47,976
+14% +$553K 2.96% 6
2020
Q1 		$3.37M Buy
335,010
+1,512
+0.5% +$18.3K 2.4% 6
2019
Q4 		$4.31M Sell
333,498
-9,876
-3% -$121K 2.97% 5
2019
Q3 		$4.06M Sell
343,374
-20,748
-6% -$245K 2.93% 5
2019
Q2 		$4.28M Sell
364,122
-3,282
-0.9% -$37.9K 3.26% 5
2019
Q1 		$4.17M Sell
367,404
-121,662
-25% -$1.33M 3.38% 5
2018
Q4 		$4.88M Buy
489,066
+143,166
+41% +$1.55M 3.22% 5
2018
Q3 		$4.06M Buy
345,900
+9,060
+3% +$104K 3.68% 5
2018
Q2 		$3.7M Buy
336,840
+7,104
+2% +$77.7K 3.59% 5
2018
Q1 		$3.5M Sell
329,736
-32,472
-9% -$357K 3.62% 4
2017
Q4 		$3.9M Buy
+362,208
New +$3.8M 4.08% 4

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Beacon Wealthcare Inc's SCHB Position: Q4 2020 in Review

Beacon Wealthcare Inc reduced its Schwab US Broad Market ETF (SCHB) stake by 21% in Q4 2020, selling an estimated $1.13M and leaving 290,226 shares worth $4.4M. The position accounts for 2.56% of the portfolio, ranked #6.

Beacon Wealthcare Inc first reported a position in SCHB in Q4 2017 and has held it in 13 quarters since. The position peaked at $4.91M in Q3 2020. 733 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

  • Beacon Wealthcare Inc held 290,226 shares of Schwab US Broad Market ETF worth $4.4M as of Q4 2020.
  • Beacon Wealthcare Inc sold 79,338 Schwab US Broad Market ETF shares in Q4 2020, an estimated $1.13M.
  • Schwab US Broad Market ETF made up 2.56% of Beacon Wealthcare Inc's portfolio in Q4 2020, its #6 holding.
  • Beacon Wealthcare Inc first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 13 quarters since.
  • Beacon Wealthcare Inc's Schwab US Broad Market ETF position peaked at $4.91M in Q3 2020.
  • 733 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on Beacon Wealthcare Inc's 13F filing for Q4 2020, filed 10 Feb 2021.