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Disclosery

Beacon Financial Advisory LLC: SCHZ position timeline

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

Beacon Financial Advisory LLC held 71,200 SCHZ 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 71,200 shares
    Change vs previous 13F +4,553 shares

    0.32% of the 13F portfolio, value $1,646,861.

    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 66,647 shares
    Change vs previous 13F +6,574 shares

    0.35% of the 13F portfolio, value $1,547,548.

    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 60,073 shares
    Change vs previous 13F +673 shares

    0.33% of the 13F portfolio, value $1,403,912.

    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 59,400 shares
    Change vs previous 13F +1,475 shares

    0.32% of the 13F portfolio, value $1,394,108.

    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 57,925 shares
    Change vs previous 13F +4,687 shares

    0.35% of the 13F portfolio, value $1,346,173.

    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 53,238 shares
    Change vs previous 13F +6,344 shares

    0.37% of the 13F portfolio, value $1,232,985.

    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 46,894 shares
    Change vs previous 13F +26,991 shares

    0.35% of the 13F portfolio, value $1,064,488.

    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 19,903 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $945,786.

    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).