Beacon Capital Management, LLC Schwab Strategic Tr Us Small C Transaction History
Beacon Capital Management, LLC
- $625 Million
- Q4 2024
A detailed history of Beacon Capital Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Beacon Capital Management, LLC holds 1,252 shares of SCHA stock, worth $33,340. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,252
Previous 626
100.0%
Holding current value
$33,340
Previous $32,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,240Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$675 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio