Beacon Pointe Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Beacon Pointe Advisors, LLC
- $11.3 Billion
- Q3 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 10,600 shares of SCHJ stock, worth $263,304. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,600
Previous 10,636
0.34%
Holding current value
$263,304
Previous $263,000
0.38%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
125Shares Held
7.37MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.83 Million0.39% of portfolio
-
Envestnet Asset Management Inc378KShares$9.38 Million0.0% of portfolio
-
White Wing Wealth Management The Wodlands, TX345KShares$8.57 Million5.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL335KShares$8.32 Million0.01% of portfolio