Beacon Wealthcare LLC’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
453,641
-5,468
| -1% | -$130K | 4.08% | 5 |
|
|
2025
Q1 | $9.88M | Sell |
459,109
-100
| -0% | -$2.15K | 4.02% | 5 |
|
|
2024
Q4 | $10.4M | Sell |
459,209
-3,310
| -0.7% | -$75.1K | 4.23% | 5 |
|
|
2024
Q3 | $10.3M | Sell |
462,519
-15,138
| -3% | -$336K | 4.14% | 5 |
|
|
2024
Q2 | $10M | Sell |
477,657
-4,092
| -0.8% | -$85.8K | 4.36% | 5 |
|
|
2024
Q1 | $9.8M | Sell |
481,749
-6,555
| -1% | -$133K | 4.47% | 5 |
|
|
2023
Q4 | $9.06M | Buy |
488,304
+44,502
| +10% | +$826K | 4.36% | 5 |
|
|
2023
Q3 | $7.37M | Sell |
443,802
-12,648
| -3% | -$210K | 3.9% | 5 |
|
|
2023
Q2 | $7.87M | Sell |
456,450
-15,876
| -3% | -$274K | 4.01% | 5 |
|
|
2023
Q1 | $7.53M | Buy |
472,326
+41,085
| +10% | +$655K | 3.94% | 5 |
|
|
2022
Q4 | $6.44M | Buy |
431,241
+119,316
| +38% | +$1.78M | 3.62% | 5 |
|
|
2022
Q3 | $4.37M | Sell |
311,925
-76,623
| -20% | -$1.07M | 2.57% | 6 |
|
|
2022
Q2 | $5.72M | Buy |
388,548
+133,149
| +52% | +$1.96M | 3.16% | 6 |
|
|
2022
Q1 | $4.55M | Buy |
255,399
+5,049
| +2% | +$89.9K | 2.24% | 6 |
|
|
2021
Q4 | $4.72M | Buy |
250,350
+10,668
| +4% | +$201K | 2.14% | 5 |
|
|
2021
Q3 | $4.15M | Sell |
239,682
-17,232
| -7% | -$298K | 2% | 6 |
|
|
2021
Q2 | $4.47M | Sell |
256,914
-11,724
| -4% | -$204K | 2.21% | 6 |
|
|
2021
Q1 | $4.33M | Buy |
+268,638
| New | +$4.33M | 2.31% | 6 |
|