Beacon Bridge Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 110,237 shares of SCHM stock, worth $3.18 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

110,237

Previous 36,871 198.98%

Holding current value

$3.18 Million

Previous $3.06 Billion 0.29%

% of portfolio

1.3%

Previous 1.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$27.54 - $83.04 $2.02 Million - $6.09 Million	73,366 Added 198.98%	110,237 $3.05 Billion
Q3 2024 Nov 12, 2024	BUY	$75.47 - $83.18 $95,771 - $105,555	1,269 Added 3.56%	36,871 $3.06 Billion
Q2 2024 Aug 02, 2024	SELL	$75.69 - $81.19 $301,019 - $322,892	-3,977 Reduced 10.05%	35,602 $2.77 Billion
Q1 2024 May 03, 2024	SELL	$72.89 - $81.43 $1.05 Million - $1.18 Million	-14,472 Reduced 26.77%	39,579 $3.22 Billion
Q4 2023 Feb 09, 2024	SELL	$63.01 - $75.95 $15,059 - $18,152	-239 Reduced 0.44%	54,051 $4.07 Billion
Q3 2023 Nov 14, 2023	BUY	$66.75 - $73.98 $395,026 - $437,813	5,918 Added 12.23%	54,290 $3.67 Billion
Q2 2023 Aug 08, 2023	SELL	$65.29 - $71.03 $1.76 Million - $1.92 Million	-26,985 Reduced 35.81%	48,372 $3.44 Billion
Q1 2023 May 08, 2023	SELL	$64.24 - $73.9 $944,906 - $1.09 Million	-14,709 Reduced 16.33%	75,357 $5.11 Billion
Q4 2022 Feb 10, 2023	BUY	$61.05 - $69.94 $5.5 Million - $6.3 Million	90,066 New	90,066 $5.91 Billion

Others Institutions Holding SCHM

# of Institutions

964

Shares Held

156M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Beacon Bridge Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History