Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 227,658 shares of SCHG stock, worth $6.26 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

227,658

Previous 54,583 317.09%

Holding current value

$6.26 Million

Previous $5.69 Billion 11.58%

% of portfolio

2.69%

Previous 2.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$25.93 - $105.3 $4.49 Million - $18.2 Million	173,075 Added 317.09%	227,658 $6.34 Billion
Q3 2024 Nov 12, 2024	SELL	$92.63 - $105.69 $816,255 - $931,340	-8,812 Reduced 13.9%	54,583 $5.69 Billion
Q2 2024 Aug 02, 2024	BUY	$87.04 - $101.61 $815,738 - $952,288	9,372 Added 17.35%	63,395 $6.39 Billion
Q1 2024 May 03, 2024	BUY	$80.6 - $93.32 $722,095 - $836,053	8,959 Added 19.88%	54,023 $5.01 Billion
Q4 2023 Feb 09, 2024	BUY	$70.08 - $83.37 $2.52 Million - $2.99 Million	35,903 Added 391.91%	45,064 $3.74 Billion
Q3 2023 Nov 14, 2023	BUY	$71.99 - $78.02 $659,500 - $714,741	9,161 New	9,161 $666 Million

Others Institutions Holding SCHG

# of Institutions

1,466

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History