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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
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 		$9.88M Sell
459,109
-100
-0% -$2.27K 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 		$4.71M 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

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Beacon Wealthcare LLC's SCHB Position: Q2 2026 in Review

Beacon Wealthcare LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 3.4% in Q2 2026, selling an estimated $420K and leaving 419,941 shares worth $12.2M. The position accounts for 3.9% of the portfolio, ranked #5.

Beacon Wealthcare LLC first reported a position in SCHB in Q1 2021 and has held it in 22 quarters since. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Beacon Wealthcare LLC held 419,941 shares of Schwab US Broad Market ETF worth $12.2M as of Q2 2026.
  • Beacon Wealthcare LLC sold 14,986 Schwab US Broad Market ETF shares in Q2 2026, an estimated $420K.
  • Schwab US Broad Market ETF made up 3.9% of Beacon Wealthcare LLC's portfolio in Q2 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 22 quarters since.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.