Schwab Strategic Tr us aggregate b shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory 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 Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 59k | 23.47 |
| 2025-06-30 | $1.3M | 58k | 23.24 |
| 2025-03-31 | $1.2M | 53k | 23.16 |
| 2024-12-31 | $1.1M | 47k | 22.70 |
| 2024-09-30 | $946k | 20k | 47.52 |
| 2024-06-30 | $898k | 20k | 45.58 |
| 2024-03-31 | $771k | 17k | 46.00 |
| 2023-12-31 | $772k | 17k | 46.62 |
| 2023-09-30 | $907k | 21k | 44.23 |
| 2023-06-30 | $805k | 17k | 46.16 |
| 2023-03-31 | $785k | 17k | 46.91 |
| 2022-12-31 | $528k | 12k | 45.65 |
| 2022-09-30 | $533k | 12k | 45.28 |
| 2022-06-30 | $540k | 11k | 47.89 |
| 2022-03-31 | $627k | 12k | 50.60 |
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