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Schwab Strategic Tr shares owned by Beacon Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Beacon Capital Management from 13F filings

Historical chart of Beacon Capital Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Beacon Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Beacon Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $29k 1.1k 25.55

More positions owned by Beacon Capital Management

Vanguard World Energy Etf (VDE)
Vanguard World Utilities Etf (VPU)
Vanguard World Materials Etf (VAW)
Vanguard World Industrial Etf (VIS)
Vanguard World Health Car Etf (VHT)
Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds Real Estate Etf (VNQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Financials Etf (VFH)
Vanguard World Consum Dis Etf (VCR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (FLRN)

View all positions for Beacon Capital Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Goldman Sachs Group
Schwallier Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mercer Global Advisors
LPL Financial
Creative Planning
Aspetuck Financial Management
Bank of America Corporation
CoreCap Advisors

View all funds holding Schwab Strategic Tr