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Disclosery

Beacon Wealthcare LLC: SCHF position timeline

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

Beacon Wealthcare LLC held 175,154 SCHF 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 175,154 shares
    Change vs previous 13F +3,986 shares

    1.53% of the 13F portfolio, value $4,811,474.

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

  2. period ended2026-06-30
    13F 171,168 shares
    Change vs previous 13F -866 shares

    1.52% of the 13F portfolio, value $4,741,347.

    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 172,034 shares
    Change vs previous 13F -24,137 shares

    1.5% of the 13F portfolio, value $4,257,853.

    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 196,171 shares
    Change vs previous 13F -431 shares

    1.62% of the 13F portfolio, value $4,715,962.

    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 196,602 shares
    Change vs previous 13F -3,246 shares

    1.61% of the 13F portfolio, value $4,576,898.

    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 199,848 shares
    Change vs previous 13F +237 shares

    1.67% of the 13F portfolio, value $4,416,644.

    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 199,611 shares
    Change vs previous 13F +12,031 shares

    1.61% of the 13F portfolio, value $3,948,303.

    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 187,580 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,470,227.

    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).