Beacon Capital Management, LLC: SCHW position timeline

Beacon Capital Management, LLC held 0 SCHW shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -320 shares

   13F-HR 0001921487-25-000006 filed by Beacon Capital Management, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 320 shares

   Change vs previous 13F -167 shares

   <0.01% of the 13F portfolio, value $29,178.

   13F-HR 0001921487-25-000003 filed by Beacon Capital Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 487 shares

   Change vs previous 13F +169 shares

   0.01% of the 13F portfolio, value $38,126.

   13F-HR 0001921487-25-000002 filed by Beacon Capital Management, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 318 shares

   Change vs previous 13F -20 shares

   <0.01% of the 13F portfolio, value $23,551.

   13F-HR 0001921487-25-000001 filed by Beacon Capital Management, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 338 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $21,906.

   13F-HR 0001921487-24-000006 filed by Beacon Capital Management, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).