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Disclosery

Beacon Financial Advisory LLC: SCHO position timeline

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

Beacon Financial Advisory LLC held 57,227 SCHO 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 57,227 shares
    Change vs previous 13F -1,532 shares

    0.27% of the 13F portfolio, value $1,381,462.

    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 58,759 shares
    Change vs previous 13F -2,289 shares

    0.32% of the 13F portfolio, value $1,426,090.

    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 61,048 shares
    Change vs previous 13F +13,175 shares

    0.34% of the 13F portfolio, value $1,487,742.

    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 47,873 shares
    Change vs previous 13F -3,574 shares

    0.27% of the 13F portfolio, value $1,168,099.

    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 51,447 shares
    Change vs previous 13F +445 shares

    0.32% of the 13F portfolio, value $1,254,290.

    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 51,002 shares
    Change vs previous 13F -1,755 shares

    0.38% of the 13F portfolio, value $1,241,400.

    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 52,757 shares
    Change vs previous 13F +26,171 shares

    0.41% of the 13F portfolio, value $1,269,321.

    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 26,586 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,302,202.

    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).