Beacon Wealthcare LLC’s Schwab Strategic Tr Position
Does Beacon Wealthcare LLC own Schwab Strategic Tr (SCHB)? Yes — 419.9K shares worth $12M (+3.90% of its 13F portfolio) as of Q2 2026, down from 434.9K shares the prior filed quarter.
Position Value
$12M
Q2 2026
Shares
419.9K
% of Portfolio
+3.90%
Quarters Held
22
currently held
Position History SCHB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 419.9K | $12M | +3.90% |
| Q1 2026 | 434.9K | $11M | +3.85% |
| Q4 2025 | 447.7K | $12M | +4.03% |
| Q3 2025 | 452.1K | $12M | +4.08% |
| Q2 2025 | 453.6K | $11M | +4.08% |
| Q1 2025 | 459.1K | $10M | +4.02% |
| Q4 2024 | 459.2K | $10M | +4.23% |
| Q3 2024 | 154.2K | $10M | +4.14% |
| Q2 2024 | 159.2K | $10M | +4.36% |
| Q1 2024 | 160.6K | $10M | +4.47% |
| Q4 2023 | 162.8K | $9M | +4.36% |
| Q3 2023 | 147.9K | $7M | +3.90% |
| Q2 2023 | 152.2K | $8M | +4.01% |
| Q1 2023 | 157.4K | $8M | +3.94% |
| Q4 2022 | 143.7K | $6M | +3.62% |
| Q3 2022 | 104.0K | $4M | +2.57% |
| Q2 2022 | 129.5K | $6M | +3.16% |
| Q1 2022 | 85.1K | $5M | +2.24% |
| Q4 2021 | 41.7K | $5M | +2.14% |
| Q3 2021 | 39.9K | $4M | +2.00% |
| Q2 2021 | 42.8K | $4M | +2.21% |
| Q1 2021 | 44.8K | $4M | +2.31% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Wealthcare LLC’s full portfolio or all institutional holders of SCHB.