Beam Wealth Advisors, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Beam Wealth Advisors, Inc.

$330 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	SELL	$17.76 - $22.1 $3,871 - $4,817	-218 Reduced 2.02%	10,579 $233,000
Q1 2025 May 09, 2025	BUY	$18.36 - $20.51 $198,232 - $221,446	10,797 New	10,797 $213,000

Others Institutions Holding SCHF

# of Institutions

1,555

Shares Held

1.5B

Call Options Held

154K

Put Options Held

0

Northwestern Mutual Wealth Management CO

286M
Shares

$6.83 Billion
4.51% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

186M
Shares

$4.46 Billion
12.09% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

157M
Shares

$3.76 Billion
7.01% of portfolio
Wealthfront Advisers LLC

110M
Shares

$2.63 Billion
6.16% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.71 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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