Beam Wealth Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 11,739 shares of SCHM stock, worth $352,639. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,739Holding current value
$352,639% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$889 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$309 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio