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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Beacon Wealthcare consolidated in one spreadsheet with up to 7 years of data

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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
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