Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 165,256 shares of SCHQ stock, worth $5.64 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
165,256
Previous 118,273
39.72%
Holding current value
$5.64 Million
Previous $3.99 Billion
35.91%
% of portfolio
2.49%
Previous 1.88%
Shares
4 transactions
Others Institutions Holding SCHQ
# of Institutions
93Shares Held
13.3MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.56MShares$87.4 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$80.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.27MShares$43.4 Million0.01% of portfolio
-
Sfmg, LLC636KShares$21.7 Million1.83% of portfolio
-
Mirae Asset Global Investments Co., Ltd.597KShares$20.4 Million0.1% of portfolio