Beacon Bridge Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Beacon Bridge Wealth Partners, LLC

  • $252 Billion
  • Q2 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 211,119 shares of SCHZ stock, worth $4.95 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
211,119
Previous 196,293 7.55%
Holding current value
$4.95 Million
Previous $4.55 Billion 7.92%
% of portfolio
1.95%
Previous 1.94%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$22.68 - $23.28 $336,253 - $345,149
14,826 Added 7.55%
211,119 $4.91 Billion
Q1 2025

May 07, 2025
SELL
$22.46 - $23.26 $168,764 - $174,775
-7,514 Reduced 3.69%
196,293 $4.55 Billion
Q4 2024

Feb 04, 2025
BUY
$22.63 - $47.53 $1.95 Million - $4.09 Million
86,025 Added 73.04%
203,807 $4.63 Billion
Q3 2024

Nov 12, 2024
BUY
$45.2 - $47.87 $163,850 - $173,528
3,625 Added 3.18%
117,782 $5.6 Billion
Q2 2024

Aug 02, 2024
SELL
$44.66 - $45.99 $3.45 Million - $3.55 Million
-77,274 Reduced 40.37%
114,157 $5.2 Billion
Q1 2024

May 03, 2024
BUY
$45.44 - $46.67 $135,093 - $138,749
2,973 Added 1.58%
191,431 $8.81 Billion
Q4 2023

Feb 09, 2024
BUY
$43.09 - $46.83 $1.66 Million - $1.8 Million
38,415 Added 25.6%
188,458 $8.79 Billion
Q3 2023

Nov 14, 2023
BUY
$44.14 - $46.33 $6.62 Million - $6.95 Million
150,043 New
150,043 $6.64 Billion

Others Institutions Holding SCHZ

# of Institutions
716
Shares Held
170M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

Follow Beacon Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email