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
Others Institutions Holding SCHK
# of Institutions
201Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.34 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$196 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$123 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.1 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$54.5 Million5.64% of portfolio