Beacon Wealthcare LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Wealthcare LLC

  • $283 Million
  • Q3 2025

A detailed history of Beacon Wealthcare LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Wealthcare LLC holds 7,866 shares of SCHX stock, worth $208,763. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,866
Previous 8,889 11.51%
Holding current value
$208,763
Previous $217,000 5.99%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 01, 2025
SELL
$24.46 - $26.5 $25,022 - $27,109
-1,023 Reduced 11.51%
7,866 $204,000
Q2 2025

Jul 08, 2025
BUY
$19.6 - $24.44 $174,224 - $217,247
8,889 New
8,889 $217,000
Q4 2024

Jan 03, 2025
BUY
$22.4 - $68.28 $132,742 - $404,627
5,926 Added 200.0%
8,889 $206,000
Q3 2024

Oct 08, 2024
BUY
$61.11 - $67.85 $181,068 - $201,039
2,963 New
2,963 $201,000
Q3 2021

Oct 05, 2021
SELL
$51.52 - $54.94 $163,318 - $174,159
-3,170 Closed
0 $0
Q2 2021

Jul 02, 2021
BUY
$48.62 - $52.01 $154,125 - $164,871
3,170 New
3,170 $329,000

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Beacon Wealthcare LLC Portfolio

Follow Beacon Wealthcare LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Wealthcare LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Wealthcare LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email