Schwab Strategic Tr us dividend eq shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $808k | 30k | 27.30 |
| 2025-06-30 | $734k | 28k | 26.50 |
| 2025-03-31 | $606k | 22k | 27.96 |
| 2024-12-31 | $299k | 11k | 27.32 |
| 2024-09-30 | $282k | 3.3k | 84.52 |
| 2022-06-30 | $611k | 8.5k | 71.59 |
| 2022-03-31 | $673k | 8.5k | 78.85 |
| 2021-12-31 | $690k | 8.5k | 80.84 |
| 2021-09-30 | $634k | 8.5k | 74.28 |
| 2021-06-30 | $645k | 8.5k | 75.57 |
| 2021-03-31 | $622k | 8.5k | 72.88 |
| 2020-12-31 | $547k | 8.5k | 64.09 |
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