Beacon Capital Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Beacon Capital Management, LLC
- $540 Million
- Q2 2024
A detailed history of Beacon Capital Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Beacon Capital Management, LLC holds 26 shares of SCHK stock, worth $727. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 146
82.19%
Holding current value
$727
Previous $7,000
85.71%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$676 Million2.82% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
-
Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio