Beacon Pointe Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q1 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 2,323,807 shares of SCHX stock, worth $149 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
2,323,807
Previous 2,331,774 0.34%
Holding current value
$149 Million
Previous $132 Million 9.66%
% of portfolio
1.62%
Previous 1.59%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$55.41 - $62.08 $441,451 - $494,591
-7,967 Reduced 0.34%
2,323,807 $144 Million
Q4 2023

Feb 08, 2024
SELL
$48.47 - $56.6 $3.07 Million - $3.58 Million
-63,265 Reduced 2.64%
2,331,774 $132 Million
Q3 2023

Nov 14, 2023
BUY
$50.36 - $54.21 $6.46 Million - $6.95 Million
128,279 Added 5.66%
2,395,039 $121 Million
Q2 2023

Aug 11, 2023
SELL
$47.67 - $52.37 $8.09 Million - $8.89 Million
-169,666 Reduced 6.96%
2,266,760 $119 Million
Q1 2023

May 12, 2023
BUY
$44.78 - $49.41 $3.94 Million - $4.35 Million
87,957 Added 3.75%
2,436,426 $118 Million
Q4 2022

Feb 14, 2023
BUY
$44.01 - $48.16 $1.05 Million - $1.15 Million
23,928 Added 1.03%
2,348,469 $106 Million
Q3 2022

Nov 09, 2022
BUY
N/A
132,247 Added 6.03%
2,324,541 $98.5 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-105,410 Reduced 4.59%
2,192,294 $97.9 Million
Q1 2022

May 17, 2022
BUY
N/A
1,934,457 Added 532.55%
2,297,704 $124 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-10,528 Reduced 2.82%
363,247 $41.3 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-7,488 Reduced 1.96%
373,775 $38.9 Million
Q2 2021

Aug 17, 2021
SELL
N/A
-13,318 Reduced 3.38%
381,263 $39.6 Million
Q1 2021

May 18, 2021
SELL
N/A
-3,449 Reduced 0.87%
394,581 $37.9 Million
Q4 2020

Feb 12, 2021
BUY
N/A
11,170 Added 2.89%
398,030 $36.2 Million
Q3 2020

Nov 16, 2020
BUY
N/A
4,908 Added 1.28%
386,860 $31.2 Million
Q2 2020

Aug 14, 2020
BUY
N/A
247,922 Added 184.98%
381,952 $28.3 Million
Q1 2020

May 15, 2020
BUY
N/A
112,936 Added 535.39%
134,030 $8.21 Million
Q4 2019

Feb 14, 2020
BUY
N/A
3,422 Added 19.36%
21,094 $1.62 Million
Q3 2019

Nov 14, 2019
BUY
N/A
2,239 Added 14.51%
17,672 $1.25 Million
Q2 2019

Aug 14, 2019
BUY
N/A
2,674 Added 20.96%
15,433 $1.08 Million
Q1 2019

May 14, 2019
SELL
N/A
-1,610 Reduced 11.2%
12,759 $861,000
Q4 2018

Feb 01, 2019
BUY
N/A
14,369 New
14,369 $857,000

Others Institutions Holding SCHX

# of Institutions
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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