Beacon Bridge Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Beacon Bridge Wealth Partners, LLC
- $218 Billion
- Q2 2024
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 35,602 shares of SCHM stock, worth $2.96 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
35,602
Previous 39,579
10.05%
Holding current value
$2.96 Million
Previous $3.22 Billion
14.03%
% of portfolio
1.27%
Previous 1.52%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.9MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio