Beacon Pointe Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Beacon Pointe Advisors, LLC
- $8.55 Billion
- Q3 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 215,844 shares of SCHZ stock, worth $4.9 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
215,844
Previous 199,381
8.26%
Holding current value
$4.9 Million
Previous $9.09 Million
12.86%
% of portfolio
0.12%
Previous 0.11%
Shares
24 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio