Beacon Pointe Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 3,482,685 shares of SCHG stock, worth $88 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
3,482,685
Previous 801,075
334.75%
Holding current value
$88 Million
Previous $83.5 Million
16.3%
% of portfolio
1.09%
Previous 0.98%
Shares
25 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
706MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio