Beam Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
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 43,863 shares of SCHX stock, worth $912,350. This represents 0.33% of its overall portfolio holdings.
Number of Shares
43,863
Previous 14,995
192.52%
Holding current value
$912,350
Previous $1.02 Million
0.1%
% of portfolio
0.33%
Previous 0.31%
Shares
17 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.29 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.72 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$731 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$687 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$546 Million8.63% of portfolio