A detailed history of Beacon Capital Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Beacon Capital Management, LLC holds 16,717 shares of SCHA stock, worth $458,547. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,717
Previous 1,834 811.5%
Holding current value
$458,547
Previous $46,000 913.04%
% of portfolio
0.08%
Previous 0.01%

Shares

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

Nov 07, 2025

BUY
$25.29 - $28.33 $376,391 - $421,635
14,883 Added 811.5%
16,717 $466,000
Q2 2025

Jul 17, 2025

BUY
$20.42 - $25.3 $11,884 - $14,724
582 Added 46.49%
1,834 $46,000
Q4 2024

Jan 30, 2025

BUY
$25.33 - $51.16 $15,856 - $32,026
626 Added 100.0%
1,252 $32,000
Q3 2024

Nov 07, 2024

BUY
$46.9 - $51.96 $29,359 - $32,526
626 New
626 $32,000
Q4 2022

Jan 27, 2023

SELL
$38.25 - $43.54 $10,710 - $12,191
-280 Reduced 62.78%
166 $0
Q1 2022

May 16, 2022

BUY
$44.42 - $51.73 $19,811 - $23,071
446 New
446 $21,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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