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Beacon Wealthcare LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Beacon Wealthcare LLC’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,824
Closed -$204K – 13
2021
Q2 		$204K Buy
+7,824
New +$200K 0.1% 14

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Beacon Wealthcare LLC's SCHA Position: Q3 2021 in Review

Beacon Wealthcare LLC sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 7,824 shares — an estimated $204K sold.

Beacon Wealthcare LLC first reported a position in SCHA in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 838 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

  • Beacon Wealthcare LLC reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Beacon Wealthcare LLC sold 7,824 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $204K.
  • Beacon Wealthcare LLC first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 1 quarter.
  • Beacon Wealthcare LLC's Schwab U.S Small- Cap ETF position peaked at $204K in Q2 2021.
  • 838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2021, filed 5 Oct 2021.