Beacon Bridge Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Beacon Bridge Wealth Partners, LLC

  • $234 Billion
  • Q1 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 118,780 shares of SCHM stock, worth $3.04 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
118,780
Previous 110,237 7.75%
Holding current value
$3.04 Million
Previous $3.05 Billion 1.88%
% of portfolio
1.33%
Previous 1.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$25.58 - $29.24 $218,529 - $249,797
8,543 Added 7.75%
118,780 $3.11 Billion
Q4 2024

Feb 04, 2025
BUY
$27.54 - $83.04 $2.02 Million - $6.09 Million
73,366 Added 198.98%
110,237 $3.05 Billion
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $95,771 - $105,555
1,269 Added 3.56%
36,871 $3.06 Billion
Q2 2024

Aug 02, 2024
SELL
$75.69 - $81.19 $301,019 - $322,892
-3,977 Reduced 10.05%
35,602 $2.77 Billion
Q1 2024

May 03, 2024
SELL
$72.89 - $81.43 $1.05 Million - $1.18 Million
-14,472 Reduced 26.77%
39,579 $3.22 Billion
Q4 2023

Feb 09, 2024
SELL
$63.01 - $75.95 $15,059 - $18,152
-239 Reduced 0.44%
54,051 $4.07 Billion
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $395,026 - $437,813
5,918 Added 12.23%
54,290 $3.67 Billion
Q2 2023

Aug 08, 2023
SELL
$65.29 - $71.03 $1.76 Million - $1.92 Million
-26,985 Reduced 35.81%
48,372 $3.44 Billion
Q1 2023

May 08, 2023
SELL
$64.24 - $73.9 $944,906 - $1.09 Million
-14,709 Reduced 16.33%
75,357 $5.11 Billion
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $5.5 Million - $6.3 Million
90,066 New
90,066 $5.91 Billion

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

Follow Beacon Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email