Beacon Capital Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Beacon Capital Management, LLC holds 1,793 shares of SCHV stock, worth $48,948. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,793
Previous 595
201.34%
Holding current value
$48,948
Previous $47,000
2.13%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
875Shares Held
314MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$873 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$435 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio