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

Beacon Wealthcare LLC’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
2026
Q3 		$12.2M Sell
416,101
-3,840
-0.9% -$113K 3.87% 5
2026
Q2 		$12.2M Sell
419,941
-14,986
-3% -$420K 3.9% 5
2026
Q1 		$10.9M Sell
434,927
-12,810
-3% -$336K 3.85% 5
2025
Q4 		$11.7M Sell
447,737
-4,367
-1% -$114K 4.03% 5
2025
Q3 		$11.6M Sell
452,104
-1,537
-0.3% -$38K 4.08% 5
2025
Q2 		$10.8M Sell
453,641
-5,468
-1% -$120K 4.08% 5
2025
Q1 		$9.9M Sell
459,109
-100
-0% -$2.28K 4.02% 5
2024
Q4 		$10.4M Sell
459,209
-3,310
-0.7% -$75.6K 4.23% 5
2024
Q3 		$10.3M Sell
462,519
-15,138
-3% -$323K 4.14% 5
2024
Q2 		$10M Sell
477,657
-4,092
-0.8% -$82.9K 4.36% 5
2024
Q1 		$9.8M Sell
481,749
-6,555
-1% -$127K 4.47% 5
2023
Q4 		$9.06M Buy
488,304
+44,502
+10% +$769K 4.36% 5
2023
Q3 		$7.37M Sell
443,802
-12,648
-3% -$219K 3.9% 5
2023
Q2 		$7.87M Sell
456,450
-15,876
-3% -$259K 4.01% 5
2023
Q1 		$7.53M Buy
472,326
+41,085
+10% +$642K 3.94% 5
2022
Q4 		$6.44M Buy
431,241
+119,316
+38% +$1.79M 3.62% 5
2022
Q3 		$4.37M Sell
311,925
-76,623
-20% -$1.19M 2.57% 6
2022
Q2 		$5.72M Buy
388,548
+133,149
+52% +$2.14M 3.16% 6
2022
Q1 		$4.54M Buy
255,399
+5,049
+2% +$88.6K 2.24% 6
2021
Q4 		$4.72M Buy
250,350
+10,668
+4% +$196K 2.14% 5
2021
Q3 		$4.15M Sell
239,682
-17,232
-7% -$306K 2% 6
2021
Q2 		$4.46M Sell
256,914
-11,724
-4% -$198K 2.21% 6
2021
Q1 		$4.33M Buy
+268,638
New +$4.24M 2.31% 6

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Beacon Wealthcare LLC's SCHB Position: Q3 2026 in Review

Beacon Wealthcare LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 0.91% in Q3 2026, selling an estimated $113K and leaving 416,101 shares worth $12.2M. The position accounts for 3.87% of the portfolio, ranked #5.

Beacon Wealthcare LLC first reported a position in SCHB in Q1 2021 and has held it in 23 quarters since. 968 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Beacon Wealthcare LLC held 416,101 shares of Schwab US Broad Market ETF worth $12.2M as of Q3 2026.
  • Beacon Wealthcare LLC sold 3,840 Schwab US Broad Market ETF shares in Q3 2026, an estimated $113K.
  • Schwab US Broad Market ETF made up 3.87% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #5 holding.
  • Beacon Wealthcare LLC first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 23 quarters since.
  • 968 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.