Beacon Pointe Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 19,987 shares of SCHC stock, worth $722,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,987

Previous 18,915 5.67%

Holding current value

$722,729

Previous $728,000 5.77%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$33.93 - $38.37 $36,372 - $41,132	1,072 Added 5.67%	19,987 $686,000
Q3 2024 Nov 14, 2024	BUY	$34.48 - $38.87 $6,137 - $6,918	178 Added 0.95%	18,915 $728,000
Q2 2024 Aug 12, 2024	SELL	$34.12 - $36.71 $9,690 - $10,425	-284 Reduced 1.49%	18,737 $666,000
Q1 2024 May 14, 2024	BUY	$33.2 - $35.86 $124,632 - $134,618	3,754 Added 24.59%	19,021 $680,000
Q4 2023 Feb 08, 2024	SELL	$30.0 - $35.05 $115,680 - $135,152	-3,856 Reduced 20.16%	15,267 $532,000
Q3 2023 Nov 14, 2023	BUY	$32.0 - $35.51 $611,936 - $679,057	19,123 New	19,123 $616,000
Q1 2023 May 12, 2023	BUY	$31.54 - $34.93 $580,178 - $642,537	18,395 New	18,395 $620,000

Others Institutions Holding SCHC

# of Institutions

456

Shares Held

46.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Beacon Pointe Advisors, LLC Schwab Strategic Tr Intl Small Transaction History