Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Beacon Bridge Wealth Partners, LLC

  • $212 Billion
  • Q1 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 28,949 shares of SCHI stock, worth $1.29 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
28,949
Previous 22,524 28.53%
Holding current value
$1.29 Million
Previous $1.01 Billion 27.24%
% of portfolio
0.61%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$43.87 - $44.99 $281,864 - $289,060
6,425 Added 28.53%
28,949 $1.29 Billion
Q4 2023

Feb 09, 2024
BUY
$40.96 - $45.17 $717,742 - $791,513
17,523 Added 350.39%
22,524 $1.01 Billion
Q3 2023

Nov 14, 2023
BUY
$42.12 - $44.19 $210,642 - $220,994
5,001 New
5,001 $211 Million

Others Institutions Holding SCHI

# of Institutions
182
Shares Held
134M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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