Beacon Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beacon Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Hold
2025 Q2	$241K	Hold
2025 Q1	$218K	Buy
2024 Q4	$220K	Buy
2024 Q3	$207K	Buy