BEACON FINANCIAL PLANNING, INC SCHD — SCHWAB STRATEGIC TR

Ownership history in BEACON FINANCIAL PLANNING, INC  ·  12 quarters on record

AI Ownership Summary

BEACON FINANCIAL PLANNING, INC reported SCHWAB STRATEGIC TR (SCHD) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.46% in 2025 Q1. The latest visible filing shows SCHD at 3.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON FINANCIAL PLANNING, INC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHD was reported at 3.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHD stock page BEACON FINANCIAL PLANNING, INC fund profile BEACON FINANCIAL PLANNING, INC full holdings
How BEACON FINANCIAL PLANNING, INC held SCHD — position size vs. price
% of Fund (quarterly)    SCHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 279,698 +66,223 +31.0% 3.32% $8.6M 2026-04-22 $31.01
2025 Q4 ADDED — — — 213,475 +5,441 +2.6% 2.82% $5.9M 2026-01-22 $28.93
2025 Q3 ADDED — — — 208,034 +644 +0.3% 2.94% $5.7M 2025-10-28 $26.50
2025 Q2 REDUCED — — — 207,390 -8,150 -3.8% 3.07% $5.5M 2025-07-15 $26.12
2025 Q1 ADDED — — — 215,540 +33,910 +18.7% 3.46% $6.0M 2025-04-25 $24.72
2024 Q4 ADDED — — — 181,630 +127,193 +233.7% 2.89% $5.0M 2025-01-27 $27.15
2024 Q3 ADDED — — — 54,437 +13,647 +33.5% 2.84% $4.6M 2024-10-24 $26.78
2024 Q2 ADDED — — — 40,790 +7,178 +21.4% 2.15% $3.2M 2024-07-18 $25.49
2024 Q1 ADDED — — — 33,612 +25,681 +323.8% 1.89% $2.7M 2024-04-22 $23.87
2023 Q4 ADDED — — — 7,931 +2,875 +56.9% 0.47% $604K 2024-01-29 $23.71
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHD

As of 2026 Q1 — sorted by position size

Keystone Financial Planning, Inc. 3Y 7Y 55.43% Sarver Vrooman Wealth Advisors 31.26% HHM Wealth Advisors, LLC 3Y 7Y 18.21% BURKETT FINANCIAL SERVICES, LLC 18.11% MJT & Associates Financial Advisory Group, Inc. 17.04% Whelan Financial 3Y 16.91% Golden Reserve Retirement LLC 14.48% CGC Financial Services, LLC 14.33% eCIO, Inc. 13.72% Eagle Capital Management, LLC 3Y 7Y 11.24%

FAQ About BEACON FINANCIAL PLANNING, INC and SCHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEACON FINANCIAL PLANNING, INC reported owning SCHD?

BEACON FINANCIAL PLANNING, INC reported SCHD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHD position in BEACON FINANCIAL PLANNING, INC's portfolio?

The largest reported portfolio weight for SCHD was 3.46% in 2025 Q1.

What is the latest reported SCHD position on this page?

The most recent filing on this page is 2026 Q1, when BEACON FINANCIAL PLANNING, INC reported 279,698 shares, equal to 3.32% of portfolio, with an estimated market value of $8.6M.

What does the chart on this SCHD ownership page compare?

The chart compares BEACON FINANCIAL PLANNING, INC's quarterly SCHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BEACON FINANCIAL PLANNING, INC time their SCHD position?

Based on 13F filing dates vs. subsequent SCHD price moves, BEACON FINANCIAL PLANNING, INC correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on SCHD relative to SPY over the holding period was -6.2%.

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