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Schwab Strategic Tr us dividend eq shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $546k 9.4k 57.94
2019-09-30 $580k 11k 55.30
2019-06-30 $496k 9.4k 52.82
2019-03-31 $431k 8.2k 52.34
2018-12-31 $310k 6.6k 47.07