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

Beacon Bridge Wealth Partners, LLC

  • $233 Billion
  • Q3 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 161,008 shares of SCHQ stock, worth $5.04 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
161,008
Previous 165,256 2.57%
Holding current value
$5.04 Million
Previous $5.42 Billion 3.9%
% of portfolio
2.42%
Previous 2.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
14.6M
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
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

Follow Beacon Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email