Beacon Wealthcare LLC’s Schwab Strategic Tr Position
Does Beacon Wealthcare LLC own Schwab Strategic Tr (SCHR)? Yes — 1.44M shares worth $35M (+11.36% of its 13F portfolio) as of Q2 2026, up from 1.41M shares the prior filed quarter.
Position Value
$35M
Q2 2026
Shares
1.44M
% of Portfolio
+11.36%
Quarters Held
22
currently held
Position History SCHR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 1.44M | $35M | +11.36% |
| Q1 2026 | 1.41M | $35M | +12.38% |
| Q4 2025 | 1.35M | $34M | +11.59% |
| Q3 2025 | 1.27M | $32M | +11.22% |
| Q2 2025 | 1.18M | $29M | +11.09% |
| Q1 2025 | 1.17M | $29M | +11.80% |
| Q4 2024 | 1.11M | $27M | +10.96% |
| Q3 2024 | 529.0K | $27M | +10.80% |
| Q2 2024 | 496.6K | $24M | +10.56% |
| Q1 2024 | 429.9K | $21M | +9.62% |
| Q4 2023 | 378.0K | $19M | +9.04% |
| Q3 2023 | 267.0K | $13M | +6.76% |
| Q2 2023 | 261.7K | $13M | +6.58% |
| Q1 2023 | 251.5K | $13M | +6.63% |
| Q4 2022 | 245.4K | $12M | +6.78% |
| Q3 2022 | 265.4K | $13M | +7.68% |
| Q2 2022 | 277.1K | $14M | +7.90% |
| Q1 2022 | 248.3K | $13M | +6.52% |
| Q4 2021 | 200.1K | $11M | +5.11% |
| Q3 2021 | 138.4K | $8M | +3.79% |
| Q2 2021 | 140.6K | $8M | +3.96% |
| Q1 2021 | 143.6K | $8M | +4.33% |
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 SCHR.