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

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 29,349 shares of SCHG stock, worth $808,858. This represents 0.25% of its overall portfolio holdings.

Number of Shares

29,349

Previous 26,491 10.79%

Holding current value

$808,858

Previous $738,000 0.54%

% of portfolio

0.25%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$24.91 - $29.02 $71,192 - $82,939	2,858 Added 10.79%	29,349 $734,000
Q4 2024 Feb 06, 2025	BUY	$25.93 - $105.3 $686,911 - $2.79 Million	26,491 New	26,491 $738,000
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

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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