Beacon Financial Advisory LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Financial Advisory LLC

$373 Million
Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 38,694 shares of SCHG stock, worth $1.25 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

38,694

Previous 42,778 9.55%

Holding current value

$1.25 Million

Previous $1.25 Million 1.2%

% of portfolio

0.33%

Previous 0.36%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$28.92 - $32.19 $118,109 - $131,463	-4,084 Reduced 9.55%	38,694 $1.23 Million
Q2 2025 Jul 22, 2025	SELL	$22.27 - $29.21 $155,800 - $204,353	-6,996 Reduced 14.06%	42,778 $1.25 Million
Q1 2025 Apr 24, 2025	BUY	$24.91 - $29.02 $818,069 - $953,045	32,841 Added 193.95%	49,774 $1.25 Million
Q4 2024 Jan 27, 2025	BUY	$25.93 - $105.3 $363,045 - $1.47 Million	14,001 Added 477.52%	16,933 $471,000
Q3 2024 Oct 30, 2024	BUY	$92.63 - $105.69 $75,493 - $86,137	815 Added 38.5%	2,932 $305,000

Q2 2024 Jul 26, 2024	BUY	$87.04 - $101.61 $184,263 - $215,108	2,117 New	2,117 $213,000
Q2 2022 Jul 25, 2022	BUY	$55.73 - $76.55 $119,986 - $164,812	2,153 Added 12.86%	18,901 $1.1 Million
Q1 2022 Apr 27, 2022	BUY	$65.63 - $82.62 $584,566 - $735,896	8,907 Added 113.6%	16,748 $1.25 Million
Q4 2021 Jan 21, 2022	BUY	$73.11 - $83.4 $19,520 - $22,267	267 Added 3.53%	7,841 $1.28 Million
Q4 2020 Jan 25, 2021	BUY	$55.95 - $64.38 $423,765 - $487,614	7,574 New	7,574 $972,000

Others Institutions Holding SCHG

# of Institutions

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Beacon Financial Advisory LLC Schwab Strategic Tr Us Large C Transaction History