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

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

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 15,058 shares of SCHK stock, worth $423,581. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,058
Previous 7,522 100.19%
Holding current value
$423,581
Previous $415,000 2.65%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
201
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email