Beacon Capital Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Beacon Capital Management, LLC
- $580 Million
- Q3 2024
A detailed history of Beacon Capital Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Beacon Capital Management, LLC holds 26 shares of SCHK stock, worth $730. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 26
-0.0%
Holding current value
$730
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
180Shares Held
39.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$803 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$58.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27 Million6.53% of portfolio