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Schwab Strategic Tr sht tm us tres shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 25k 48.21
2023-12-31 $1.1M 22k 48.45

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View all positions for Beacon Financial Advisory

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Sei Investments
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Mercer Global Advisors
Pnc Financial Services
Greenline Partners
MCF Advisors
LPL Financial
Financial Counselors
Bangor Savings Bank

View all funds holding Schwab Strategic Tr sht tm us tres