Schwab U S Broad Market ETF shares owned by Beacon Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon Capital Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Beacon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 29k | 25.71 |
| 2025-06-30 | $29k | 1.2k | 23.82 |
| 2025-03-31 | $26k | 1.2k | 21.53 |
| 2024-12-31 | $28k | 1.2k | 22.71 |
| 2024-09-30 | $27k | 405 | 66.53 |
| 2024-06-30 | $26k | 405 | 62.87 |
| 2024-03-31 | $24k | 400 | 61.05 |
| 2023-12-31 | $20k | 400 | 49.85 |
| 2023-09-30 | $21k | 400 | 51.70 |
| 2023-06-30 | $21k | 400 | 51.70 |
| 2023-03-31 | $19k | 400 | 47.85 |
| 2022-12-31 | $49k | 1.1k | 44.81 |
| 2022-09-30 | $18k | 400 | 45.00 |
| 2022-06-30 | $21k | 400 | 52.50 |
| 2022-03-31 | $21k | 400 | 52.50 |