Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 66,391 shares of SCHI stock, worth $1.47 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
66,391
Previous 37,152 78.7%
Holding current value
$1.47 Million
Previous $1.64 Billion 87.05%
% of portfolio
1.32%
Previous 0.75%

Shares

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

Nov 12, 2024
BUY
$43.73 - $46.29 $1.28 Million - $1.35 Million
29,239 Added 78.7%
66,391 $3.06 Billion
Q2 2024

Aug 02, 2024
BUY
$43.11 - $44.42 $353,631 - $364,377
8,203 Added 28.34%
37,152 $1.64 Billion
Q1 2024

May 03, 2024
BUY
$43.87 - $44.99 $281,864 - $289,060
6,425 Added 28.53%
28,949 $1.29 Billion
Q4 2023

Feb 09, 2024
BUY
$40.96 - $45.17 $717,742 - $791,513
17,523 Added 350.39%
22,524 $1.01 Billion
Q3 2023

Nov 14, 2023
BUY
$42.12 - $44.19 $210,642 - $220,994
5,001 New
5,001 $211 Million

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
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More about SCHI
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