Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Beacon Bridge Wealth Partners, LLC
- $218 Billion
- Q2 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 37,152 shares of SCHI stock, worth $1.71 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
37,152
Previous 28,949
28.34%
Holding current value
$1.71 Million
Previous $1.29 Billion
27.21%
% of portfolio
0.75%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding SCHI
# of Institutions
191Shares Held
135MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$5.5 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$182 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.69MShares$169 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL982KShares$45.1 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6594KShares$27.3 Million0.01% of portfolio