Beacon Financial Advisory LLC's ownership history for SCHZ

Beacon Financial Advisory LLC currently holds 66.6K shares with a market value of $1.5M. It started holding SCHZ on 2024-09-30. At its peak, it held 66.6K shares on 2026-03-31. Its highest holding value was $1.5M on 2026-03-31. At its lowest, it held 19.9K shares on 2024-09-30, with a value of $945.8K on 2024-09-30. In the recent 180 days, Beacon Financial Advisory LLC has increased its shares by 7.2K. In the recent year, Beacon Financial Advisory LLC has increased its shares by 13.4K.