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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by Beacon Financial Strategies CORP

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 6.4k 31.91

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)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)

View all positions for Beacon Financial Strategies CORP

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF