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

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 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 15,068 shares of SCHK stock, worth $428,684. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,068

Previous 15,058 0.07%

Holding current value

$428,684

Previous $426,000 4.93%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

215

Shares Held

70.6M

Call Options Held

3.2K

Put Options Held

8.21K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Account

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