Beacon Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Capital Management, LLC

$599 Million
Q3 2025

A detailed history of Beacon Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Capital Management, LLC holds 8,032 shares of SCHX stock, worth $213,169. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,032

Previous 8,011 0.26%

Holding current value

$213,169

Previous $195,000 8.21%

% of portfolio

0.04%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$24.46 - $26.5 $513 - $556	21 Added 0.26%	8,032 $211,000
Q2 2025 Jul 17, 2025	BUY	$19.6 - $24.44 $450 - $562	23 Added 0.29%	8,011 $195,000
Q1 2025 Apr 21, 2025	BUY	$21.75 - $24.28 $500 - $558	23 Added 0.29%	7,988 $176,000
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $119,123 - $363,113	5,318 Added 200.91%	7,965 $184,000
Q3 2024 Nov 07, 2024	BUY	$61.11 - $67.85 $427 - $474	7 Added 0.27%	2,647 $179,000

Q2 2024 Jul 24, 2024	BUY	$58.7 - $64.78 $7,102 - $7,838	121 Added 4.8%	2,640 $169,000
Q1 2024 May 16, 2024	SELL	$55.41 - $62.08 $20,169 - $22,597	-364 Reduced 12.63%	2,519 $156,000
Q1 2023 Apr 20, 2023	SELL	$44.78 - $49.41 $18,941 - $20,900	-423 Reduced 12.79%	2,883 $139,000
Q4 2022 Jan 27, 2023	BUY	$42.25 - $48.16 $7,393 - $8,428	175 Added 5.59%	3,306 $0
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $155,015 - $179,312	3,131 New	3,131 $169,000

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Beacon Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History