Beacon Wealthcare LLC’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.6M | Sell |
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|
2025
Q2 | $10.8M | Sell |
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|
2025
Q1 | $9.88M | Sell |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $10M | Sell |
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|
2024
Q1 | $9.8M | Sell |
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|
2023
Q4 | $9.06M | Buy |
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|
2023
Q3 | $7.37M | Sell |
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|
2023
Q2 | $7.87M | Sell |
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|
2023
Q1 | $7.53M | Buy |
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|
2022
Q4 | $6.44M | Buy |
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|
2022
Q3 | $4.37M | Sell |
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|
2022
Q2 | $5.72M | Buy |
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|
2022
Q1 | $4.54M | Buy |
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|
2021
Q4 | $4.71M | Buy |
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|
2021
Q3 | $4.15M | Sell |
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|
2021
Q2 | $4.46M | Sell |
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|
2021
Q1 | $4.33M | Buy |
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