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Disclosery

Beacon Financial Advisory LLC: SCHG position timeline

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

Beacon Financial Advisory LLC held 34,671 SCHG 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 34,671 shares
    Change vs previous 13F +1,353 shares

    0.23% of the 13F portfolio, value $1,173,267.

    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 33,318 shares
    Change vs previous 13F -1,934 shares

    0.22% of the 13F portfolio, value $970,553.

    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 35,252 shares
    Change vs previous 13F -3,442 shares

    0.27% of the 13F portfolio, value $1,149,920.

    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 38,694 shares
    Change vs previous 13F -4,084 shares

    0.29% of the 13F portfolio, value $1,234,714.

    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 42,778 shares
    Change vs previous 13F -6,996 shares

    0.32% of the 13F portfolio, value $1,249,535.

    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 49,774 shares
    Change vs previous 13F +32,841 shares

    0.38% of the 13F portfolio, value $1,246,332.

    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 16,933 shares
    Change vs previous 13F +14,001 shares

    0.15% of the 13F portfolio, value $471,912.

    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 2,932 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $305,417.

    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).