Beacon Financial Advisory LLC Schwab Strategic Tr Us Dividen Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

A detailed history of Beacon Financial Advisory LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 3,331 shares of SCHD stock, worth $93,234. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,331
Holding current value
$93,234
% of portfolio
0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$77.02 - $85.06 $256,553 - $283,334
3,331 New
3,331 $281,000
Q4 2020

Jan 25, 2021
BUY
$54.8 - $65.16 $467,718 - $556,140
8,535 New
8,535 $547,000

Others Institutions Holding SCHD

# of Institutions
1,784
Shares Held
333M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email