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

Beacon Bridge Wealth Partners, LLC

  • $301 Billion
  • Q4 2025

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 143,847 shares of SCHI stock, worth $3.3 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
143,847
Previous 126,702 13.53%
Holding current value
$3.3 Million
Previous $2.92 Billion 12.99%
% of portfolio
1.1%
Previous 1.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$22.89 - $23.27 $392,449 - $398,964
17,145 Added 13.53%
143,847 $3.3 Billion
Q3 2025

Nov 06, 2025
BUY
$22.45 - $23.2 $135,732 - $140,267
6,046 Added 5.01%
126,702 $2.92 Billion
Q2 2025

Jul 24, 2025
SELL
$21.85 - $22.76 $148,973 - $155,177
-6,818 Reduced 5.35%
120,656 $2.75 Billion
Q1 2025

May 07, 2025
BUY
$21.77 - $22.56 $26,820 - $27,793
1,232 Added 0.98%
127,474 $2.86 Billion
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
251
Shares Held
52.4M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
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