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Schwab Strategic Tr us aggregate b shares owned by Beacon Financial

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 us aggregate b by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $854k 38k 22.70
2024-09-30 $894k 19k 47.52
2024-06-30 $863k 19k 45.58
2024-03-31 $824k 18k 46.00
2023-12-31 $931k 20k 46.62

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First Tr Value Line Divid In SHS (FVD)
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Ishares Tr Core S&p Ttl Stk (ITOT)
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View all positions for Beacon Financial

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Ameriprise Financial
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
Charles Schwab Trust
Financial Engines Advisors L.L.C
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Total Wealth Planning
HighTower Advisors
McAdam
Kohmann Bosshard Financial Services
YCMNET Advisors
Hengehold Capital Management

View all funds holding Schwab Strategic Tr us aggregate b