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Disclosery

Beacon Financial Advisory LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on SCHD, newest first. How the timeline and the estimate are built.

Beacon Financial Advisory LLC held 39,151 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,151 shares
    Change vs previous 13F +10,506 shares

    0.24% of the 13F portfolio, value $1,241,478.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,645 shares
    Change vs previous 13F +684 shares

    0.2% of the 13F portfolio, value $878,817.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,961 shares
    Change vs previous 13F -1,651 shares

    0.18% of the 13F portfolio, value $766,968.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,612 shares
    Change vs previous 13F +1,909 shares

    0.19% of the 13F portfolio, value $808,396.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,703 shares
    Change vs previous 13F +6,036 shares

    0.19% of the 13F portfolio, value $734,121.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,667 shares
    Change vs previous 13F +10,714 shares

    0.18% of the 13F portfolio, value $605,810.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,953 shares
    Change vs previous 13F +7,622 shares

    0.1% of the 13F portfolio, value $299,240.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,331 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $281,533.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).