Schwab U S Small Cap ETF shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Beacon Pointe Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $23M | 455k | 51.50 |
2024-06-30 | $23M | 485k | 47.45 |
2024-03-31 | $24M | 494k | 49.24 |
2023-12-31 | $24M | 502k | 47.24 |
2023-09-30 | $21M | 507k | 41.42 |
2023-06-30 | $19M | 437k | 43.80 |
2023-03-31 | $22M | 524k | 41.93 |
2022-12-31 | $20M | 499k | 40.51 |
2022-09-30 | $21M | 550k | 37.82 |
2022-06-30 | $21M | 527k | 38.99 |
2022-03-31 | $25M | 536k | 47.36 |
2021-12-31 | $7.3M | 72k | 102.40 |
2021-09-30 | $6.8M | 68k | 100.11 |
2021-06-30 | $6.6M | 64k | 104.17 |
2021-03-31 | $6.1M | 62k | 99.51 |
2020-12-31 | $4.6M | 51k | 89.00 |
2020-09-30 | $3.8M | 55k | 68.49 |
2020-06-30 | $4.8M | 73k | 65.22 |
2020-03-31 | $1.9M | 37k | 51.08 |
2019-12-31 | $2.2M | 29k | 75.53 |
2019-09-30 | $2.0M | 28k | 69.89 |
2019-06-30 | $2.1M | 30k | 71.51 |
2019-03-31 | $1.7M | 24k | 70.05 |
2018-12-31 | $1.6M | 27k | 60.62 |