Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Bridge Wealth Partners, LLC

$252 Billion
Q2 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 226,496 shares of SCHG stock, worth $7.37 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

226,496

Previous 229,957 1.51%

Holding current value

$7.37 Million

Previous $5.76 Billion 14.9%

% of portfolio

2.63%

Previous 2.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$22.27 - $29.21 $77,076 - $101,095	-3,461 Reduced 1.51%	226,496 $6.62 Billion
Q1 2025 May 07, 2025	BUY	$24.91 - $29.02 $57,268 - $66,716	2,299 Added 1.01%	229,957 $5.76 Billion
Q4 2024 Feb 04, 2025	BUY	$25.93 - $105.3 $4.49 Million - $18.2 Million	173,075 Added 317.09%	227,658 $6.34 Billion
Q3 2024 Nov 12, 2024	SELL	$92.63 - $105.69 $816,255 - $931,340	-8,812 Reduced 13.9%	54,583 $5.69 Billion
Q2 2024 Aug 02, 2024	BUY	$87.04 - $101.61 $815,738 - $952,288	9,372 Added 17.35%	63,395 $6.39 Billion
Q1 2024 May 03, 2024	BUY	$80.6 - $93.32 $722,095 - $836,053	8,959 Added 19.88%	54,023 $5.01 Billion
Q4 2023 Feb 09, 2024	BUY	$70.08 - $83.37 $2.52 Million - $2.99 Million	35,903 Added 391.91%	45,064 $3.74 Billion
Q3 2023 Nov 14, 2023	BUY	$71.99 - $78.02 $659,500 - $714,741	9,161 New	9,161 $666 Million

Others Institutions Holding SCHG

# of Institutions

1,604

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

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.

Account

Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History