Schwab U S Small Cap ETF shares owned by Beacon Capital Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon Capital Management investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Beacon Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Small Cap ETF by Beacon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1k | 40 | 27.90 |
| 2025-06-30 | $1.0k | 40 | 25.30 |
| 2023-12-31 | $945 | 20 | 47.25 |
| 2023-09-30 | $828 | 20 | 41.40 |
| 2023-06-30 | $876 | 20 | 43.80 |
| 2023-03-31 | $15k | 345 | 41.93 |
| 2022-12-31 | $1.5k | 36 | 40.50 |
| 2022-09-30 | $1.0k | 20 | 50.00 |
| 2022-06-30 | $1.0k | 20 | 50.00 |
| 2022-03-31 | $1.0k | 20 | 50.00 |
| 2021-12-31 | $1.0k | 10 | 100.00 |
| 2021-09-30 | $1.0k | 10 | 100.00 |
| 2021-03-31 | $1.0k | 10 | 100.00 |
| 2020-12-31 | $1.0k | 10 | 100.00 |
| 2020-09-30 | $1.0k | 10 | 100.00 |
| 2020-06-30 | $1.0k | 10 | 100.00 |
| 2020-03-31 | $1.0k | 10 | 100.00 |
| 2019-12-31 | $1.0k | 10 | 100.00 |
| 2019-09-30 | $1.0k | 10 | 100.00 |
| 2019-06-30 | $1.0k | 10 | 100.00 |
| 2019-03-31 | $1.0k | 10 | 100.00 |
| 2018-12-31 | $1.0k | 10 | 100.00 |
| 2018-09-30 | $1.0k | 10 | 100.00 |
| 2018-06-30 | $1.0k | 10 | 100.00 |
| 2018-03-31 | $1.0k | 10 | 100.00 |
| 2017-12-31 | $1.0k | 10 | 100.00 |
| 2017-09-30 | $1.0k | 10 | 100.00 |