Beacon Pointe Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Beacon Pointe Advisors, LLC
- $8.55 Billion
- Q3 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 329,565 shares of SCHV stock, worth $8.94 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
329,565
Previous 339,717
2.99%
Holding current value
$8.94 Million
Previous $25.2 Million
5.25%
% of portfolio
0.31%
Previous 0.3%
Shares
24 transactions
Others Institutions Holding SCHV
# of Institutions
848Shares Held
167MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$867 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio