Beacon Wealthcare LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beacon Wealthcare LLC’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Hold	7,866	–	–	0.07%	25
2026 Q1	$202K	Hold	7,866	–	–	0.07%	26
2025 Q4	$212K	Hold	7,866	–	–	0.07%	24
2025 Q3	$207K	Sell	7,866 -1,023	-12%	-$26K	0.07%	24
2025 Q2	$217K	Buy	+8,889	New	+$201K	0.08%	23
2025 Q1	–	Sell	-8,889	Closed	-$206K	–	24
2024 Q4	$206K	Hold	8,889	–	–	0.08%	24
2024 Q3	$201K	Buy	+8,889	New	+$194K	0.08%	27
2021 Q3	–	Sell	-19,020	Closed	-$329K	–	14
2021 Q2	$329K	Buy	+19,020	New	+$321K	0.16%	11

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Beacon Wealthcare LLC held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 7,866 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #25.

Beacon Wealthcare LLC first reported a position in SCHX in Q2 2021 and has held it in 8 quarters since. The position peaked at $329K in Q2 2021. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Beacon Wealthcare LLC held 7,866 shares of Schwab US Large- Cap ETF worth $232K as of Q2 2026.
Beacon Wealthcare LLC left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.07% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #25 holding.
Beacon Wealthcare LLC first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 8 quarters since.
Beacon Wealthcare LLC's Schwab US Large- Cap ETF position peaked at $329K in Q2 2021.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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