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Schwab U S Small Cap ETF shares owned by Beacon Financial Strategies CORP

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Beacon Financial Strategies CORP from 13F filings

Historical chart of Beacon Financial Strategies CORP investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Beacon Financial Strategies CORP consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Beacon Financial Strategies CORP

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7k 60 28.48

More positions owned by Beacon Financial Strategies CORP

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
International Business Machines (IBM)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)

View all positions for Beacon Financial Strategies CORP

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Creative Planning
Northwestern Mutual Wealth Management Company
RMG Wealth Management
Financial Engines Advisors L.L.C
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers

View all funds holding Schwab U S Small Cap ETF