Beacon Pointe Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 600,702 shares of SCHM stock, worth $16.6 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
600,702
Previous 601,654
0.16%
Holding current value
$16.6 Million
Previous $49 Million
4.57%
% of portfolio
0.56%
Previous 0.55%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio