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Disclosery

Beacon Wealthcare LLC: SCHR position timeline

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

Beacon Wealthcare LLC held 1,449,762 SCHR 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 1,449,762 shares
    Change vs previous 13F +12,140 shares

    10.89% of the 13F portfolio, value $34,359,368.

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

  2. period ended2026-06-30
    13F 1,437,622 shares
    Change vs previous 13F +28,211 shares

    11.36% of the 13F portfolio, value $35,451,748.

    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 1,409,411 shares
    Change vs previous 13F +63,766 shares

    12.38% of the 13F portfolio, value $35,108,422.

    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 1,345,645 shares
    Change vs previous 13F +75,082 shares

    11.59% of the 13F portfolio, value $33,748,783.

    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 1,270,563 shares
    Change vs previous 13F +95,406 shares

    11.22% of the 13F portfolio, value $31,929,255.

    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 1,175,157 shares
    Change vs previous 13F +7,885 shares

    11.09% of the 13F portfolio, value $29,414,168.

    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 1,167,272 shares
    Change vs previous 13F +55,044 shares

    11.8% of the 13F portfolio, value $29,018,376.

    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 1,112,228 shares
    Change vs previous 13F not available

    10.96% of the 13F portfolio, value $27,016,024.

    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).