Beam Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 10,763 shares of SCHB stock, worth $278,115. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,763Holding current value
$278,115% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$435 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$340 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$316 Million3.25% of portfolio