Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Long Term Transaction History

Beacon Bridge Wealth Partners, LLC

  • $281 Billion
  • Q3 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 205,649 shares of SCHQ stock, worth $6.61 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
205,649
Previous 204,119 0.75%
Holding current value
$6.61 Million
Previous $6.51 Billion 2.08%
% of portfolio
2.36%
Previous 2.58%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$30.81 - $32.63 $47,139 - $49,923
1,530 Added 0.75%
205,649 $6.64 Billion
Q2 2025

Jul 24, 2025
BUY
$30.46 - $33.4 $961,317 - $1.05 Million
31,560 Added 18.29%
204,119 $6.51 Billion
Q1 2025

May 07, 2025
BUY
$30.72 - $33.22 $9,922 - $10,730
323 Added 0.19%
172,559 $5.65 Billion
Q4 2024

Feb 04, 2025
BUY
$31.33 - $35.13 $351,773 - $394,439
11,228 Added 6.97%
172,236 $5.41 Billion
Q3 2024

Nov 12, 2024
SELL
$32.17 - $35.98 $136,658 - $152,843
-4,248 Reduced 2.57%
161,008 $5.63 Billion
Q2 2024

Aug 02, 2024
BUY
$31.45 - $33.71 $1.48 Million - $1.58 Million
46,983 Added 39.72%
165,256 $5.42 Billion
Q1 2024

May 03, 2024
BUY
$32.9 - $35.0 $415,428 - $441,945
12,627 Added 11.95%
118,273 $3.99 Billion
Q4 2023

Feb 09, 2024
BUY
$29.71 - $35.56 $949,323 - $1.14 Million
31,953 Added 43.36%
105,646 $3.71 Billion
Q3 2023

Nov 14, 2023
BUY
$31.58 - $36.29 $2.33 Million - $2.67 Million
73,693 New
73,693 $2.33 Billion

Others Institutions Holding SCHQ

# of Institutions
117
Shares Held
14.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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