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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
2024-03-31	$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

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View all positions for Beacon Financial Planning

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation

Charles Schwab Investment Advisory

H D Vest Advisory Services

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Raymond James Financial Services Advisors

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Commonwealth Equity Services

Wells Fargo & Company

Jpmorgan Chase & Co

Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq

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