Beacon Bridge Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Beacon Bridge Wealth Partners, LLC

$212 Billion
Q1 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 39,579 shares of SCHM stock, worth $3.08 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

39,579

Previous 54,051 26.77%

Holding current value

$3.08 Million

Previous $4.07 Billion 20.84%

% of portfolio

1.52%

Previous 2.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$72.89 - $81.43 $1.05 Million - $1.18 Million	-14,472 Reduced 26.77%	39,579 $3.22 Billion
Q4 2023 Feb 09, 2024	SELL	$63.01 - $75.95 $15,059 - $18,152	-239 Reduced 0.44%	54,051 $4.07 Billion
Q3 2023 Nov 14, 2023	BUY	$66.75 - $73.98 $395,026 - $437,813	5,918 Added 12.23%	54,290 $3.67 Billion
Q2 2023 Aug 08, 2023	SELL	$65.29 - $71.03 $1.76 Million - $1.92 Million	-26,985 Reduced 35.81%	48,372 $3.44 Billion
Q1 2023 May 08, 2023	SELL	$64.24 - $73.9 $944,906 - $1.09 Million	-14,709 Reduced 16.33%	75,357 $5.11 Billion

Q4 2022 Feb 10, 2023	BUY	$64.3 - $69.94 $5.79 Million - $6.3 Million	90,066 New	90,066 $5.91 Billion

Others Institutions Holding SCHM

# of Institutions

906

Shares Held

96.1M

Call Options Held

Put Options Held

600

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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 U.S. Mid Cap Transaction History