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 40,089 shares of SCHX stock, worth $934,073. This represents 0.31% of its overall portfolio holdings.

Number of Shares

40,089

Previous 43,863 8.6%

Holding current value

$934,073

Previous $1.02 Million 12.89%

% of portfolio

0.31%

Previous 0.33%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$21.75 - $24.28 $82,084 - $91,632	-3,774 Reduced 8.6%	40,089 $885,000
Q4 2024 Feb 06, 2025	BUY	$22.4 - $68.28 $646,643 - $1.97 Million	28,868 Added 192.52%	43,863 $1.02 Million
Q3 2024 Nov 04, 2024	SELL	$61.11 - $67.85 $62,087 - $68,935	-1,016 Reduced 6.35%	14,995 $1.02 Million
Q2 2024 Aug 07, 2024	BUY	$58.7 - $64.78 $120,922 - $133,446	2,060 Added 14.77%	16,011 $1.03 Million
Q1 2024 Apr 30, 2024	BUY	$55.41 - $62.08 $2,105 - $2,359	38 Added 0.27%	13,951 $865,000
Q4 2023 Jan 30, 2024	BUY	$48.47 - $56.6 $37,321 - $43,582	770 Added 5.86%	13,913 $784,000
Q3 2023 Oct 26, 2023	BUY	$50.36 - $54.21 $52,172 - $56,161	1,036 Added 8.56%	13,143 $665,000
Q2 2023 Jul 26, 2023	BUY	$47.67 - $52.37 $114,980 - $126,316	2,412 Added 24.88%	12,107 $634,000
Q1 2023 Apr 26, 2023	BUY	$44.78 - $49.41 $151,266 - $166,906	3,378 Added 53.47%	9,695 $468,000
Q4 2022 Jan 20, 2023	BUY	$42.25 - $48.16 $54,756 - $62,415	1,296 Added 25.81%	6,317 $0
Q3 2022 Oct 20, 2022	BUY	$42.35 - $51.01 $14,102 - $16,986	333 Added 7.1%	5,021 $213,000
Q2 2022 Aug 01, 2022	SELL	$43.35 - $54.51 $12,268 - $15,426	-283 Reduced 5.69%	4,688 $209,000
Q1 2022 Apr 26, 2022	BUY	$49.51 - $57.27 $107,040 - $123,817	2,162 Added 76.97%	4,971 $268,000
Q4 2021 Jan 14, 2022	SELL	$51.9 - $57.29 $7,785 - $8,593	-150 Reduced 5.07%	2,809 $320,000
Q3 2021 Oct 14, 2021	BUY	$51.52 - $54.94 $2,936 - $3,131	57 Added 1.96%	2,959 $308,000
Q2 2021 Jul 13, 2021	BUY	$48.62 - $52.01 $12,495 - $13,366	257 Added 9.72%	2,902 $302,000
Q1 2021 May 17, 2021	BUY	$44.9 - $48.34 $3,547 - $3,818	79 Added 3.08%	2,645 $254,000
Q4 2020 Jan 26, 2021	BUY	$39.35 - $45.48 $100,972 - $116,701	2,566 New	2,566 $233,000

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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