Beacon Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Capital Management, LLC

  • $580 Million
  • Q3 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 2,647 shares of SCHX stock, worth $62,601. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,647
Previous 2,640 0.27%
Holding current value
$62,601
Previous $169,000 5.92%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$61.11 - $67.85 $427 - $474
7 Added 0.27%
2,647 $179,000
Q2 2024

Jul 24, 2024
BUY
$58.7 - $64.78 $7,102 - $7,838
121 Added 4.8%
2,640 $169,000
Q1 2024

May 16, 2024
SELL
$55.41 - $62.08 $20,169 - $22,597
-364 Reduced 12.63%
2,519 $156,000
Q1 2023

Apr 20, 2023
SELL
$44.78 - $49.41 $18,941 - $20,900
-423 Reduced 12.79%
2,883 $139,000
Q4 2022

Jan 27, 2023
BUY
$42.25 - $48.16 $7,393 - $8,428
175 Added 5.59%
3,306 $0
Q1 2022

May 16, 2022
BUY
$49.51 - $57.27 $155,015 - $179,312
3,131 New
3,131 $169,000

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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