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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

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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
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