Beacon Wealthcare LLC
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Beacon Wealthcare LLC’s Schwab International Equity ETF SCHF Stock Holding History

Beacon Wealthcare LLC’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.81M Buy
175,154
+3,986
+2% +$111K 1.53% 9
2026
Q2 		$4.74M Sell
171,168
-866
-0.5% -$23.3K 1.52% 8
2026
Q1 		$4.26M Sell
172,034
-24,137
-12% -$614K 1.5% 8
2025
Q4 		$4.72M Sell
196,171
-431
-0.2% -$10.2K 1.62% 8
2025
Q3 		$4.58M Sell
196,602
-3,246
-2% -$73.3K 1.61% 8
2025
Q2 		$4.42M Buy
199,848
+237
+0.1% +$4.93K 1.67% 8
2025
Q1 		$3.95M Buy
199,611
+12,031
+6% +$236K 1.61% 8
2024
Q4 		$3.47M Buy
187,580
+11,494
+7% +$224K 1.41% 8
2024
Q3 		$3.62M Buy
176,086
+1,418
+0.8% +$28K 1.46% 8
2024
Q2 		$3.36M Buy
174,668
+920
+0.5% +$17.8K 1.46% 8
2024
Q1 		$3.39M Buy
173,748
+1,974
+1% +$36.9K 1.55% 8
2023
Q4 		$3.17M Buy
171,774
+9,328
+6% +$162K 1.53% 9
2023
Q3 		$2.76M Sell
162,446
-3,976
-2% -$70.2K 1.46% 8
2023
Q2 		$2.97M Sell
166,422
-2,386
-1% -$42.4K 1.51% 7
2023
Q1 		$2.94M Buy
168,808
+140
+0.1% +$2.4K 1.54% 7
2022
Q4 		$2.72M Buy
168,668
+15,376
+10% +$240K 1.53% 7
2022
Q3 		$2.16M Sell
153,292
-5,994
-4% -$94.1K 1.27% 7
2022
Q2 		$2.5M Buy
159,286
+12,900
+9% +$220K 1.38% 7
2022
Q1 		$2.69M Sell
146,386
-4,286
-3% -$79.7K 1.32% 7
2021
Q4 		$2.93M Buy
150,672
+15,452
+11% +$303K 1.33% 7
2021
Q3 		$2.62M Sell
135,220
-5,876
-4% -$117K 1.26% 7
2021
Q2 		$2.78M Buy
141,096
+866
+0.6% +$17.1K 1.38% 7
2021
Q1 		$2.64M Buy
+140,230
New +$2.62M 1.41% 7

Other funds holding SCHF

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

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

Beacon Wealthcare LLC increased its Schwab International Equity ETF (SCHF) stake by 2.3% in Q3 2026, buying an estimated $111K and bringing the position to 175,154 shares worth $4.81M. The position accounts for 1.53% of the portfolio, ranked #9.

Beacon Wealthcare LLC first reported a position in SCHF in Q1 2021 and has held it in 23 quarters since. 843 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Beacon Wealthcare LLC held 175,154 shares of Schwab International Equity ETF worth $4.81M as of Q3 2026.
  • Beacon Wealthcare LLC bought 3,986 Schwab International Equity ETF shares in Q3 2026, an estimated $111K.
  • Schwab International Equity ETF made up 1.53% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #9 holding.
  • Beacon Wealthcare LLC first reported a position in Schwab International Equity ETF in Q1 2021 and has held it in 23 quarters since.
  • 843 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

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