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Schwab Strategic Tr us dividend eq shares owned by Beacon Financial Strategies CORP

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

Historical chart of Beacon Financial Strategies CORP 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 Strategies CORP 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 Strategies CORP

Quarter filed Position value Share count Share price at filing
2025-12-31 $59k 2.1k 27.43

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 Strategic Tr us dividend eq

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View all funds holding Schwab Strategic Tr us dividend eq