Beacon Pointe Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Beacon Pointe Advisors, LLC

$11.3 Billion
Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 20,011 shares of SCHK stock, worth $646,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,011

Previous 15,563 28.58%

Holding current value

$646,355

Previous $464,000 38.36%

% of portfolio

0.01%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$29.8 - $32.29 $132,550 - $143,625	4,448 Added 28.58%	20,011 $642,000
Q2 2025 Aug 13, 2025	BUY	$23.87 - $29.82 $11,815 - $14,760	495 Added 3.29%	15,563 $464,000
Q1 2025 May 13, 2025	BUY	$26.53 - $29.63 $265 - $296	10 Added 0.07%	15,068 $405,000
Q4 2024 Feb 14, 2025	BUY	$27.45 - $55.56 $206,863 - $418,700	7,536 Added 100.19%	15,058 $426,000
Q3 2024 Nov 14, 2024	BUY	$49.82 - $55.29 $498 - $552	10 Added 0.13%	7,522 $415,000

Q2 2024 Aug 12, 2024	SELL	$47.83 - $52.72 $69,018 - $76,074	-1,443 Reduced 16.11%	7,512 $393,000
Q1 2024 May 14, 2024	BUY	$45.19 - $50.67 $404,676 - $453,749	8,955 New	8,955 $453,000
Q2 2022 Aug 11, 2022	SELL	$35.4 - $44.52 $538,894 - $677,727	-15,223 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$40.46 - $46.8 $615,922 - $712,436	15,223 New	15,223 $670,000

Others Institutions Holding SCHK

# of Institutions

239

Shares Held

71.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

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Beacon Pointe Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History