Beacon Wealthcare LLC
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Beacon Wealthcare LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Beacon Wealthcare LLC’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34.4M Buy
1,449,762
+12,140
+0.8% +$295K 10.89% 3
2026
Q2 		$35.5M Buy
1,437,622
+28,211
+2% +$697K 11.36% 3
2026
Q1 		$35.1M Buy
1,409,411
+63,766
+5% +$1.6M 12.38% 3
2025
Q4 		$33.7M Buy
1,345,645
+75,082
+6% +$1.89M 11.59% 3
2025
Q3 		$31.9M Buy
1,270,563
+95,406
+8% +$2.38M 11.22% 3
2025
Q2 		$29.4M Buy
1,175,157
+7,885
+0.7% +$195K 11.09% 3
2025
Q1 		$29M Buy
1,167,272
+55,044
+5% +$1.35M 11.8% 3
2024
Q4 		$27M Buy
1,112,228
+54,222
+5% +$1.33M 10.96% 3
2024
Q3 		$26.8M Buy
1,058,006
+64,832
+7% +$1.62M 10.8% 3
2024
Q2 		$24.2M Buy
993,174
+133,394
+16% +$3.23M 10.56% 3
2024
Q1 		$21.1M Buy
859,780
+103,746
+14% +$2.55M 9.62% 3
2023
Q4 		$18.8M Buy
756,034
+222,102
+42% +$5.37M 9.04% 3
2023
Q3 		$12.8M Buy
533,932
+10,450
+2% +$254K 6.76% 3
2023
Q2 		$12.9M Buy
523,482
+20,524
+4% +$514K 6.58% 3
2023
Q1 		$12.7M Buy
502,958
+12,186
+2% +$304K 6.63% 3
2022
Q4 		$12.1M Sell
490,772
-40,090
-8% -$987K 6.78% 3
2022
Q3 		$13M Sell
530,862
-23,282
-4% -$595K 7.68% 3
2022
Q2 		$14.3M Buy
554,144
+57,496
+12% +$1.49M 7.9% 3
2022
Q1 		$13.2M Buy
496,648
+96,462
+24% +$2.63M 6.52% 3
2021
Q4 		$11.2M Buy
400,186
+123,356
+45% +$3.47M 5.11% 4
2021
Q3 		$7.85M Sell
276,830
-4,384
-2% -$125K 3.79% 4
2021
Q2 		$8M Sell
281,214
-6,000
-2% -$170K 3.96% 4
2021
Q1 		$8.1M Buy
+287,214
New +$8.24M 4.33% 4

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

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

Beacon Wealthcare LLC increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.84% in Q3 2026, buying an estimated $295K and bringing the position to 1,449,762 shares worth $34.4M. The position accounts for 10.89% of the portfolio, ranked #3.

Beacon Wealthcare LLC first reported a position in SCHR in Q1 2021 and has held it in 23 quarters since. The position peaked at $35.5M in Q2 2026. 209 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Beacon Wealthcare LLC held 1,449,762 shares of Schwab Intermediately-Term US Treasury ETF worth $34.4M as of Q3 2026.
  • Beacon Wealthcare LLC bought 12,140 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $295K.
  • Schwab Intermediately-Term US Treasury ETF made up 10.89% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #3 holding.
  • Beacon Wealthcare LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and has held it in 23 quarters since.
  • Beacon Wealthcare LLC's Schwab Intermediately-Term US Treasury ETF position peaked at $35.5M in Q2 2026.
  • 209 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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