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 2,132,620 shares of SCHX stock, worth $50.8 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
2,132,620
Previous 2,291,938 6.95%
Holding current value
$50.8 Million
Previous $147 Million 1.74%
% of portfolio
1.69%
Previous 1.76%

Shares

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

Nov 14, 2024

SELL
$61.11 - $67.85 $9.74 Million - $10.8 Million
-159,318 Reduced 6.95%
2,132,620 $145 Million
Q2 2024

Aug 12, 2024

SELL
$58.7 - $64.78 $1.87 Million - $2.06 Million
-31,869 Reduced 1.37%
2,291,938 $147 Million
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
$42.25 - $48.16 $1.01 Million - $1.15 Million
23,928 Added 1.03%
2,348,469 $106 Million
Q3 2022

Nov 09, 2022

BUY
$42.35 - $51.01 $5.6 Million - $6.75 Million
132,247 Added 6.03%
2,324,541 $98.5 Million
Q2 2022

Aug 11, 2022

SELL
$43.35 - $54.51 $4.57 Million - $5.75 Million
-105,410 Reduced 4.59%
2,192,294 $97.9 Million
Q1 2022

May 17, 2022

BUY
$49.51 - $57.27 $95.8 Million - $111 Million
1,934,457 Added 532.55%
2,297,704 $124 Million
Q4 2021

Feb 14, 2022

SELL
$51.9 - $57.29 $546,403 - $603,149
-10,528 Reduced 2.82%
363,247 $41.3 Million
Q3 2021

Nov 15, 2021

SELL
$51.52 - $54.94 $385,781 - $411,390
-7,488 Reduced 1.96%
373,775 $38.9 Million
Q2 2021

Aug 17, 2021

SELL
$48.62 - $52.01 $647,521 - $692,669
-13,318 Reduced 3.38%
381,263 $39.6 Million
Q1 2021

May 18, 2021

SELL
$44.9 - $48.34 $154,860 - $166,724
-3,449 Reduced 0.87%
394,581 $37.9 Million
Q4 2020

Feb 12, 2021

BUY
$39.35 - $45.48 $439,539 - $508,011
11,170 Added 2.89%
398,030 $36.2 Million
Q3 2020

Nov 16, 2020

BUY
$37.26 - $43.03 $182,872 - $211,191
4,908 Added 1.28%
386,860 $31.2 Million
Q2 2020

Aug 14, 2020

BUY
$29.25 - $38.76 $7.25 Million - $9.61 Million
247,922 Added 184.98%
381,952 $28.3 Million
Q1 2020

May 15, 2020

BUY
$26.61 - $40.52 $3.01 Million - $4.58 Million
112,936 Added 535.39%
134,030 $8.21 Million
Q4 2019

Feb 14, 2020

BUY
$34.42 - $38.54 $117,785 - $131,883
3,422 Added 19.36%
21,094 $1.62 Million
Q3 2019

Nov 14, 2019

BUY
$35.28 - $36.01 $78,991 - $80,626
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
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