Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 126,242 shares of SCHI stock, worth $2.84 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

126,242

Previous 66,391 90.15%

Holding current value

$2.84 Million

Previous $3.06 Billion 9.09%

% of portfolio

1.18%

Previous 1.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.02 - $46.16 $1.32 Million - $2.76 Million	59,851 Added 90.15%	126,242 $2.79 Billion
Q3 2024 Nov 12, 2024	BUY	$43.73 - $46.29 $1.28 Million - $1.35 Million	29,239 Added 78.7%	66,391 $3.06 Billion
Q2 2024 Aug 02, 2024	BUY	$43.11 - $44.42 $353,631 - $364,377	8,203 Added 28.34%	37,152 $1.64 Billion
Q1 2024 May 03, 2024	BUY	$43.87 - $44.99 $281,864 - $289,060	6,425 Added 28.53%	28,949 $1.29 Billion
Q4 2023 Feb 09, 2024	BUY	$40.96 - $45.17 $717,742 - $791,513	17,523 Added 350.39%	22,524 $1.01 Billion
Q3 2023 Nov 14, 2023	BUY	$42.12 - $44.19 $210,642 - $220,994	5,001 New	5,001 $211 Million

Others Institutions Holding SCHI

# of Institutions

220

Shares Held

42.1M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History