Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Bridge Wealth Partners, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 54,583 shares of SCHG stock, worth $1.54 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
54,583
Previous 63,395 13.9%
Holding current value
$1.54 Million
Previous $6.39 Billion 11.05%
% of portfolio
2.44%
Previous 2.93%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$92.63 - $105.69 $816,255 - $931,340
-8,812 Reduced 13.9%
54,583 $5.69 Billion
Q2 2024

Aug 02, 2024
BUY
$87.04 - $101.61 $815,738 - $952,288
9,372 Added 17.35%
63,395 $6.39 Billion
Q1 2024

May 03, 2024
BUY
$80.6 - $93.32 $722,095 - $836,053
8,959 Added 19.88%
54,023 $5.01 Billion
Q4 2023

Feb 09, 2024
BUY
$70.08 - $83.37 $2.52 Million - $2.99 Million
35,903 Added 391.91%
45,064 $3.74 Billion
Q3 2023

Nov 14, 2023
BUY
$71.99 - $78.02 $659,500 - $714,741
9,161 New
9,161 $666 Million

Others Institutions Holding SCHG

# of Institutions
1,331
Shares Held
1.79B
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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