Beam Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$80.6 - $93.32 $1,047 - $1,213
13 Added 0.22%
5,841 $541,000
Q4 2023

Jan 30, 2024
BUY
$70.08 - $83.37 $30,344 - $36,099
433 Added 8.03%
5,828 $483,000
Q3 2023

Oct 26, 2023
BUY
$71.99 - $78.02 $28,364 - $30,739
394 Added 7.88%
5,395 $392,000
Q2 2023

Jul 26, 2023
BUY
$63.6 - $74.95 $9,985 - $11,767
157 Added 3.24%
5,001 $374,000
Q1 2023

Apr 26, 2023
BUY
$54.19 - $65.17 $48,391 - $58,196
893 Added 22.6%
4,844 $315,000
Q4 2022

Jan 20, 2023
BUY
$54.31 - $60.76 $214,578 - $240,062
3,951 New
3,951 $0
Q2 2022

Aug 01, 2022
SELL
$55.73 - $76.55 $194,664 - $267,389
-3,493 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
$65.63 - $82.62 $114,983 - $144,750
1,752 Added 100.63%
3,493 $261,000
Q4 2021

Jan 14, 2022
BUY
$73.11 - $83.4 $24,199 - $27,605
331 Added 23.48%
1,741 $285,000
Q3 2021

Oct 14, 2021
SELL
$73.24 - $78.94 $3,808 - $4,104
-52 Reduced 3.56%
1,410 $209,000
Q2 2021

Jul 13, 2021
BUY
$65.3 - $73.24 $95,468 - $107,076
1,462 New
1,462 $213,000

Others Institutions Holding SCHG

# of Institutions
1,310
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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