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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