Beam Wealth Advisors, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 10,573 shares of SCHM stock, worth $308,308. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,573
Previous 11,739 9.93%
Holding current value
$308,308
Previous $329,000 4.86%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 04, 2025
SELL
$28.15 - $30.13 $32,822 - $35,131
-1,166 Reduced 9.93%
10,573 $313,000
Q2 2025

Aug 04, 2025
BUY
$22.92 - $28.05 $269,057 - $329,278
11,739 New
11,739 $329,000

Others Institutions Holding SCHM

# of Institutions
1,072
Shares Held
283M
Call Options Held
8.7K
Put Options Held
0
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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