Beam Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 19,246 shares of SCHV stock, worth $557,941. This represents 0.17% of its overall portfolio holdings.

Number of Shares
19,246
Previous 20,462 5.94%
Holding current value
$557,941
Previous $566,000 1.06%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 04, 2025
SELL
$27.61 - $29.15 $33,573 - $35,446
-1,216 Reduced 5.94%
19,246 $560,000
Q2 2025

Aug 04, 2025
BUY
$23.55 - $27.67 $481,880 - $566,183
20,462 New
20,462 $566,000

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
358M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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