Beacon Wealthcare LLC’s Schwab Strategic Tr Position
Does Beacon Wealthcare LLC own Schwab Strategic Tr (SCHF)? Yes — 171.2K shares worth $5M (+1.52% of its 13F portfolio) as of Q2 2026, down from 172.0K shares the prior filed quarter.
Position Value
$5M
Q2 2026
Shares
171.2K
% of Portfolio
+1.52%
Quarters Held
22
currently held
Position History SCHF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 171.2K | $5M | +1.52% |
| Q1 2026 | 172.0K | $4M | +1.50% |
| Q4 2025 | 196.2K | $5M | +1.62% |
| Q3 2025 | 196.6K | $5M | +1.61% |
| Q2 2025 | 199.8K | $4M | +1.67% |
| Q1 2025 | 199.6K | $4M | +1.61% |
| Q4 2024 | 187.6K | $3M | +1.41% |
| Q3 2024 | 88.0K | $4M | +1.46% |
| Q2 2024 | 87.3K | $3M | +1.46% |
| Q1 2024 | 86.9K | $3M | +1.55% |
| Q4 2023 | 85.9K | $3M | +1.53% |
| Q3 2023 | 81.2K | $3M | +1.46% |
| Q2 2023 | 83.2K | $3M | +1.51% |
| Q1 2023 | 84.4K | $3M | +1.54% |
| Q4 2022 | 84.3K | $3M | +1.53% |
| Q3 2022 | 76.6K | $2M | +1.27% |
| Q2 2022 | 79.6K | $3M | +1.38% |
| Q1 2022 | 73.2K | $3M | +1.32% |
| Q4 2021 | 75.3K | $3M | +1.33% |
| Q3 2021 | 67.6K | $3M | +1.26% |
| Q2 2021 | 70.5K | $3M | +1.38% |
| Q1 2021 | 70.1K | $3M | +1.41% |
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 SCHF.