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Schwab Strategic Tr us lrg cap etf shares owned by Beacon Wealthcare

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Beacon Wealthcare from 13F filings

Historical chart of Beacon Wealthcare investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by Beacon Wealthcare

Quarter filed Position value Share count Share price at filing
2024-12-31 $206k 8.9k 23.18
2024-09-30 $201k 3.0k 67.85
2021-06-30 $329k 3.2k 103.79

More positions owned by Beacon Wealthcare

Vanguard Ttl Stk Etf (VTI)
iShs Brclys 7-10Tsy Etf (IEF)
Schwab Inter Tsy Etf (SCHR)
Vanguard FTSE All Etf (VEU)
Schwb US Broad Etf (SCHB)
iShs Lehman 1-3Tsy Etf (SHY)
Vanguard Tx Ex Bd Etf (VTEB)
Schwab Intl Equity Etf (SCHF)
SPDR Brcy1-3 Ser Etf (BIL)
Apple (AAPL)
Spde S&p 500 Etf (SPY)
Vanguard Bd Etf (BND)
Vanguard Indx Grw Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Inx Lrg Etf (VV)

View all positions for Beacon Wealthcare

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Sage Financial
Us Bancorp
Campbell Wealth Management
Mercer Global Advisors
Sei Investments
HBK Sorce Advisory
McAdam
Northwestern Mutual Wealth Management Company
HPM Partners
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
UBS Group
Envestnet Asset Management

View all funds holding Schwab Strategic Tr us lrg cap etf