Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 204,119 shares of SCHQ stock, worth $6.58 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

204,119

Previous 172,559 18.29%

Holding current value

$6.58 Million

Previous $5.65 Billion 15.15%

% of portfolio

2.58%

Previous 2.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$30.46 - $33.4 $961,317 - $1.05 Million	31,560 Added 18.29%	204,119 $6.51 Billion
Q1 2025 May 07, 2025	BUY	$30.72 - $33.22 $9,922 - $10,730	323 Added 0.19%	172,559 $5.65 Billion
Q4 2024 Feb 04, 2025	BUY	$31.33 - $35.13 $351,773 - $394,439	11,228 Added 6.97%	172,236 $5.41 Billion
Q3 2024 Nov 12, 2024	SELL	$32.17 - $35.98 $136,658 - $152,843	-4,248 Reduced 2.57%	161,008 $5.63 Billion
Q2 2024 Aug 02, 2024	BUY	$31.45 - $33.71 $1.48 Million - $1.58 Million	46,983 Added 39.72%	165,256 $5.42 Billion
Q1 2024 May 03, 2024	BUY	$32.9 - $35.0 $415,428 - $441,945	12,627 Added 11.95%	118,273 $3.99 Billion
Q4 2023 Feb 09, 2024	BUY	$29.71 - $35.56 $949,323 - $1.14 Million	31,953 Added 43.36%	105,646 $3.71 Billion
Q3 2023 Nov 14, 2023	BUY	$31.58 - $36.29 $2.33 Million - $2.67 Million	73,693 New	73,693 $2.33 Billion

Others Institutions Holding SCHQ

# of Institutions

111

Shares Held

14.4M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

More about SCHQ

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 Long Term Transaction History