Beacon Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Beacon Capital Management, LLC

  • $625 Million
  • Q4 2024

A detailed history of Beacon Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beacon Capital Management, LLC holds 465 shares of SCHM stock, worth $13,396. This represents 0.0% of its overall portfolio holdings.

Number of Shares
465
Previous 155 200.0%
Holding current value
$13,396
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$27.54 - $83.04 $8,537 - $25,742
310 Added 200.0%
465 $12,000
Q3 2024

Nov 07, 2024
BUY
$75.47 - $83.18 $11,697 - $12,892
155 New
155 $12,000
Q3 2022

Oct 05, 2022
SELL
$60.5 - $72.51 $2,359 - $2,827
-39 Reduced 49.37%
40 $3,000
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $5,582 - $6,390
79 New
79 $6,000

Others Institutions Holding SCHM

# of Institutions
964
Shares Held
156M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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