Beacon Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Beacon Capital Management, LLC
- $540 Million
- Q2 2024
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 2,640 shares of SCHX stock, worth $60,588. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,640
Previous 2,519
4.8%
Holding current value
$60,588
Previous $156,000
8.33%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,330Shares Held
459MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$641 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$473 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$288 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio