Beacon Financial Advisory LLC Schwab Strategic Tr Us Dividen Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

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 29,612 shares of SCHD stock, worth $806,630. This represents 0.22% of its overall portfolio holdings.

Number of Shares
29,612
Previous 27,703 6.89%
Holding current value
$806,630
Previous $734,000 10.08%
% of portfolio
0.22%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$26.38 - $27.95 $50,359 - $53,356
1,909 Added 6.89%
29,612 $808,000
Q2 2025

Jul 22, 2025
BUY
$24.32 - $27.87 $146,795 - $168,223
6,036 Added 27.86%
27,703 $734,000
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $289,385 - $305,777
10,714 Added 97.82%
21,667 $605,000
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $205,260 - $647,488
7,622 Added 228.82%
10,953 $299,000
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
2,055
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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