Beacon Financial Advisory LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

A detailed history of Beacon Financial Advisory LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,932 shares of SCHG stock, worth $84,852. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,932
Previous 2,117 38.5%
Holding current value
$84,852
Previous $213,000 43.19%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 30, 2024
BUY
$92.63 - $105.69 $75,493 - $86,137
815 Added 38.5%
2,932 $305,000
Q2 2024

Jul 26, 2024
BUY
$87.04 - $101.61 $184,263 - $215,108
2,117 New
2,117 $213,000
Q2 2022

Jul 25, 2022
BUY
$55.73 - $76.55 $119,986 - $164,812
2,153 Added 12.86%
18,901 $1.1 Million
Q1 2022

Apr 27, 2022
BUY
$65.63 - $82.62 $584,566 - $735,896
8,907 Added 113.6%
16,748 $1.25 Million
Q4 2021

Jan 21, 2022
BUY
$73.11 - $83.4 $19,520 - $22,267
267 Added 3.53%
7,841 $1.28 Million
Q4 2020

Jan 25, 2021
BUY
$55.95 - $64.38 $423,765 - $487,614
7,574 New
7,574 $972,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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