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Schwab Strategic Tr shares owned by Beacon Financial

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $936k 40k 23.57
2024-03-31 $1.1M 47k 24.26

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Exxon Mobil Corporation (XOM)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
NVIDIA Corporation Call Option (NVDA)

View all positions for Beacon Financial

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Jane Street
Magnolia Capital Advisors
Asset Advisors Investment Management
LPL Financial
Susquehanna International
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
First Merchants Bank, National Association
LongView Wealth Management

View all funds holding Schwab Strategic Tr