Beacon Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Beacon Capital Management, LLC
- $540 Million
- Q2 2024
A detailed history of Beacon Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Capital Management, LLC holds 702 shares of SCHG stock, worth $18,350. This represents 0.01% of its overall portfolio holdings.
Number of Shares
702
Previous 702
-0.0%
Holding current value
$18,350
Previous $65,000
7.69%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio