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
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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 |
|---|---|---|---|
| 2025-09-30 | $579k | 25k | 23.47 |
| 2025-06-30 | $744k | 32k | 23.24 |
| 2025-03-31 | $763k | 33k | 23.16 |
| 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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