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Schwab U S Large Cap Growth ETF shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF 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 U S Large Cap Growth ETF by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.9M 21k 93.01
2019-09-30 $1.8M 21k 84.20
2019-06-30 $1.1M 13k 83.15
2019-03-31 $613k 7.7k 79.47
2018-12-31 $763k 11k 68.96

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF