Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 63,395 shares of SCHG stock, worth $1.76 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
63,395
Previous 54,023 17.35%
Holding current value
$1.76 Million
Previous $5.01 Billion 27.62%
% of portfolio
2.93%
Previous 2.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,279
Shares Held
173M
Call Options Held
87.6K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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