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Schwab Strategic Tr us dividend eq shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 54k 84.53
2024-06-30 $3.2M 41k 77.76
2024-03-31 $2.7M 34k 80.63
2023-12-31 $604k 7.9k 76.13
2023-09-30 $358k 5.1k 70.77
2023-06-30 $225k 3.1k 72.62

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Vanguard Wellington Us Quality (VFQY)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq