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 Q3	$236K	Hold	7,866	–	–	0.07%	30
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

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

Beacon Wealthcare LLC held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 7,866 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #30.

Beacon Wealthcare LLC first reported a position in SCHX in Q2 2021 and has held it in 9 quarters since. The position peaked at $329K in Q2 2021. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Beacon Wealthcare LLC held 7,866 shares of Schwab US Large- Cap ETF worth $236K as of Q3 2026.
Beacon Wealthcare LLC left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.07% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #30 holding.
Beacon Wealthcare LLC first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 9 quarters since.
Beacon Wealthcare LLC's Schwab US Large- Cap ETF position peaked at $329K in Q2 2021.
1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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