Schwab U S Broad Market ETF shares owned by Beacon Wealthcare
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Beacon Wealthcare
from 13F filings
Historical chart of Beacon Wealthcare investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Beacon Wealthcare
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 452k | 25.71 |
| 2025-06-30 | $11M | 454k | 23.83 |
| 2025-03-31 | $9.9M | 459k | 21.53 |
| 2024-12-31 | $10M | 459k | 22.70 |
| 2024-09-30 | $10M | 154k | 66.52 |
| 2024-06-30 | $10M | 159k | 62.87 |
| 2024-03-31 | $9.8M | 161k | 61.05 |
| 2023-12-31 | $9.1M | 163k | 55.67 |
| 2023-09-30 | $7.4M | 148k | 49.85 |
| 2023-06-30 | $7.9M | 152k | 51.70 |
| 2023-03-31 | $7.5M | 157k | 47.85 |
| 2022-12-31 | $6.4M | 144k | 44.81 |
| 2022-09-30 | $4.4M | 104k | 41.99 |
| 2022-06-30 | $5.7M | 130k | 44.19 |
| 2022-03-31 | $4.5M | 85k | 53.39 |
| 2021-12-31 | $4.7M | 42k | 113.00 |
| 2021-09-30 | $4.1M | 40k | 103.86 |
| 2021-06-30 | $4.5M | 43k | 104.28 |
| 2021-03-31 | $4.3M | 45k | 96.71 |