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Disclosery

Beacon Wealthcare LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Wealthcare LLC on SCHB, newest first. How the timeline and the estimate are built.

Beacon Wealthcare LLC held 416,101 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 416,101 shares
    Change vs previous 13F -3,840 shares

    3.87% of the 13F portfolio, value $12,195,932.

    13F-HR 0001849336-26-000005 filed by Beacon Wealthcare LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 419,941 shares
    Change vs previous 13F -14,986 shares

    3.9% of the 13F portfolio, value $12,161,487.

    13F-HR 0001849336-26-000003 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 434,927 shares
    Change vs previous 13F -12,810 shares

    3.85% of the 13F portfolio, value $10,916,662.

    13F-HR 0001849336-26-000002 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 447,737 shares
    Change vs previous 13F -4,367 shares

    4.03% of the 13F portfolio, value $11,744,131.

    13F-HR 0001849336-26-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 452,104 shares
    Change vs previous 13F -1,537 shares

    4.08% of the 13F portfolio, value $11,623,602.

    13F-HR 0001849336-25-000006 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 453,641 shares
    Change vs previous 13F -5,468 shares

    4.08% of the 13F portfolio, value $10,810,269.

    13F-HR 0001849336-25-000004 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 459,109 shares
    Change vs previous 13F -100 shares

    4.02% of the 13F portfolio, value $9,884,616.

    13F-HR 0001849336-25-000002 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 459,209 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $10,424,040.

    13F-HR 0001849336-25-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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