Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 118,273 shares of SCHQ stock, worth $3.91 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
118,273
Previous 105,646 11.95%
Holding current value
$3.91 Million
Previous $3.71 Billion 7.64%
% of portfolio
1.88%
Previous 1.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
88
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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