Beacon Wealthcare LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Wealthcare LLC

  • $246 Million
  • Q4 2024

A detailed history of Beacon Wealthcare LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Wealthcare LLC holds 8,889 shares of SCHX stock, worth $205,335. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,889
Previous 2,963 200.0%
Holding current value
$205,335
Previous $201,000 2.49%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 03, 2025
BUY
$22.4 - $68.28 $132,742 - $404,627
5,926 Added 200.0%
8,889 $206,000
Q3 2024

Oct 08, 2024
BUY
$61.11 - $67.85 $181,068 - $201,039
2,963 New
2,963 $201,000
Q3 2021

Oct 05, 2021
SELL
$51.52 - $54.94 $163,318 - $174,159
-3,170 Closed
0 $0
Q2 2021

Jul 02, 2021
BUY
$48.62 - $52.01 $154,125 - $164,871
3,170 New
3,170 $329,000

Others Institutions Holding SCHX

# of Institutions
1,362
Shares Held
364M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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