Beacon Harbor Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $387 Million
- Q2 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 14,980 shares of SCHG stock, worth $455,242. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,980Holding current value
$455,242% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,577Shares Held
766MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
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Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.06% of portfolio
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Lpl Financial LLC Fort Mill, SC24.6MShares$748 Million0.25% of portfolio