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
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Quarterly reported holdings in Schwab U S Small Cap ETF by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 828k | 27.90 |
| 2025-06-30 | $21M | 819k | 25.30 |
| 2025-03-31 | $20M | 856k | 23.43 |
| 2024-12-31 | $23M | 886k | 25.86 |
| 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 |