Beacon Pointe Advisors, LLC SCHX Holdings History
Beacon Pointe Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Beacon Pointe Advisors, LLC held 5.99 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $132.27 Mil. This investment constitutes 1.49% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.26% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q4. And since then Beacon Pointe Advisors, LLC has made 13 purchases of SCHX, at an average price of $31.87, for a total of 6.85 Mil shares. In addition, there have been 12 sales at an average price of $37.81 for 858,126.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Beacon Pointe Advisors, LLC's estimated gain on his SCHX holdings is $-36.89 Mil, reflecting a -16.90% gain to date.
Beacon Pointe Advisors, LLC SCHX ($24.86) Holding Chart
Beacon Pointe Advisors, LLC SCHX ($24.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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