Beacon Financial Advisory LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Beacon Financial Advisory LLC

$270 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 14, 2021	SELL	$51.28 - $52.56 $297,526 - $304,953	-5,802 Closed	0 $0
Q1 2021 Apr 20, 2021	BUY	$51.17 - $53.57 $296,888 - $310,813	5,802 New	5,802 $298,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.3M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92.7 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$83.1 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.3 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.8 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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