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
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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
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Quarterly 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 | $466k | 17k | 27.90 |
| 2025-06-30 | $46k | 1.8k | 25.30 |
| 2025-03-31 | $29k | 1.3k | 23.43 |
| 2024-12-31 | $32k | 1.3k | 25.86 |
| 2024-09-30 | $32k | 626 | 51.50 |
| 2022-12-31 | $6.7k | 166 | 40.51 |
| 2022-09-30 | $17k | 446 | 38.12 |
| 2022-06-30 | $21k | 446 | 47.09 |
| 2022-03-31 | $21k | 446 | 47.09 |