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 $8.7 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
329,565
Previous 339,717 2.99%
Holding current value
$8.7 Million
Previous $25.2 Million 5.25%
% of portfolio
0.31%
Previous 0.3%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$73.43 - $80.37 $745,461 - $815,916
-10,152 Reduced 2.99%
329,565 $26.5 Million
Q2 2024

Aug 12, 2024
SELL
$71.74 - $75.86 $1.14 Million - $1.2 Million
-15,863 Reduced 4.46%
339,717 $25.2 Million
Q1 2024

May 14, 2024
SELL
$68.82 - $75.98 $12,869 - $14,208
-187 Reduced 0.05%
355,580 $27 Million
Q4 2023

Feb 08, 2024
SELL
$61.16 - $70.24 $2.04 Million - $2.35 Million
-33,435 Reduced 8.59%
355,767 $24.9 Million
Q3 2023

Nov 14, 2023
BUY
$64.45 - $69.39 $1.73 Million - $1.86 Million
26,813 Added 7.4%
389,202 $25.1 Million
Q2 2023

Aug 11, 2023
BUY
$63.33 - $67.21 $1.49 Million - $1.58 Million
23,452 Added 6.92%
362,389 $24.3 Million
Q1 2023

May 12, 2023
SELL
$62.59 - $69.3 $172,748 - $191,268
-2,760 Reduced 0.81%
338,937 $22.2 Million
Q4 2022

Feb 14, 2023
BUY
$59.13 - $69.24 $468,191 - $548,242
7,918 Added 2.37%
341,697 $22.6 Million
Q3 2022

Nov 09, 2022
BUY
$58.51 - $69.02 $4.17 Million - $4.92 Million
71,301 Added 27.16%
333,779 $19.5 Million
Q2 2022

Aug 11, 2022
SELL
$60.93 - $72.3 $465,687 - $552,588
-7,643 Reduced 2.83%
262,478 $16.4 Million
Q1 2022

May 17, 2022
BUY
$67.71 - $74.19 $7.65 Million - $8.38 Million
112,982 Added 71.9%
270,121 $19.3 Million
Q4 2021

Feb 14, 2022
SELL
$67.9 - $73.3 $31,166 - $33,644
-459 Reduced 0.29%
157,139 $11.5 Million
Q3 2021

Nov 15, 2021
BUY
$66.91 - $71.05 $124,318 - $132,010
1,858 Added 1.19%
157,598 $10.6 Million
Q2 2021

Aug 17, 2021
SELL
$65.81 - $69.75 $211,052 - $223,688
-3,207 Reduced 2.02%
155,740 $10.6 Million
Q1 2021

May 18, 2021
BUY
$58.71 - $65.66 $96,871 - $108,339
1,650 Added 1.05%
158,947 $10.4 Million
Q4 2020

Feb 12, 2021
SELL
$50.83 - $59.53 $209,572 - $245,442
-4,123 Reduced 2.55%
157,297 $9.36 Million
Q3 2020

Nov 16, 2020
BUY
$49.44 - $54.86 $435,566 - $483,316
8,810 Added 5.77%
161,420 $8.43 Million
Q2 2020

Aug 14, 2020
BUY
$42.21 - $55.29 $5.89 Million - $7.71 Million
139,483 Added 1062.57%
152,610 $7.65 Million
Q1 2020

May 15, 2020
BUY
$38.4 - $61.03 $59,289 - $94,230
1,544 Added 13.33%
13,127 $579,000
Q4 2019

Feb 14, 2020
BUY
$54.73 - $60.25 $105,574 - $116,222
1,929 Added 19.98%
11,583 $698,000
Q3 2019

Nov 14, 2019
BUY
$56.56 - $57.5 $114,477 - $116,380
2,024 Added 26.53%
9,654 $547,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,261 Added 19.8%
7,630 $427,000
Q1 2019

May 14, 2019
SELL
N/A
-4,578 Reduced 41.82%
6,369 $351,000
Q4 2018

Feb 01, 2019
BUY
N/A
10,947 New
10,947 $536,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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