Beacon Bridge Wealth Partners, LLC Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 172,236 shares of SCHQ stock, worth $5.65 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

172,236

Previous 161,008 6.97%

Holding current value

$5.65 Million

Previous $5.63 Billion 3.91%

% of portfolio

2.3%

Previous 2.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

106

Shares Held

11.5M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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