Schwab U S Broad Market ETF shares owned by Beacon Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Beacon Investment Management
from 13F filings
Historical chart of Beacon Investment 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 Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $4.4M | 48k | 90.98 |
| 2020-09-30 | $4.9M | 62k | 79.63 |
| 2020-06-30 | $4.7M | 64k | 73.48 |
| 2020-03-31 | $3.4M | 56k | 60.43 |
| 2019-12-31 | $4.3M | 56k | 77.54 |
| 2019-09-30 | $4.1M | 57k | 71.01 |
| 2019-06-30 | $4.3M | 61k | 70.53 |
| 2019-03-31 | $4.2M | 61k | 68.05 |
| 2018-12-31 | $4.9M | 82k | 59.93 |
| 2018-09-30 | $4.1M | 58k | 70.37 |
| 2018-06-30 | $3.7M | 56k | 65.98 |
| 2018-03-31 | $3.5M | 55k | 63.78 |
| 2017-12-31 | $3.9M | 60k | 64.52 |
More positions owned by Beacon Investment Management
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