Schwab U S Broad Market ETF shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $26M | 1.0M | 26.23 |
| 2025-09-30 | $16M | 611k | 25.71 |
| 2025-06-30 | $4.7M | 196k | 23.83 |
| 2025-03-31 | $4.3M | 200k | 21.53 |
| 2024-12-31 | $4.6M | 202k | 22.70 |
| 2024-09-30 | $5.0M | 76k | 66.52 |
| 2024-06-30 | $5.0M | 80k | 62.87 |
| 2024-03-31 | $4.9M | 81k | 61.05 |
| 2023-12-31 | $4.6M | 82k | 55.67 |
| 2023-09-30 | $4.7M | 94k | 49.85 |
| 2023-06-30 | $4.5M | 87k | 51.70 |
| 2023-03-31 | $4.0M | 83k | 47.85 |
| 2022-12-31 | $4.0M | 88k | 44.81 |
| 2022-09-30 | $3.7M | 87k | 42.01 |
| 2022-06-30 | $3.9M | 88k | 44.15 |
| 2022-03-31 | $5.9M | 111k | 53.39 |
| 2021-12-31 | $4.1M | 37k | 113.02 |
| 2021-09-30 | $3.5M | 34k | 103.86 |
| 2021-06-30 | $4.0M | 38k | 104.26 |
| 2021-03-31 | $3.8M | 39k | 96.65 |
| 2020-12-31 | $4.0M | 44k | 90.96 |
| 2020-09-30 | $3.9M | 49k | 79.65 |
| 2020-06-30 | $4.0M | 54k | 73.42 |
| 2020-03-31 | $3.8M | 63k | 60.27 |
| 2019-12-31 | $1.3M | 17k | 77.05 |
| 2019-09-30 | $1.2M | 18k | 71.16 |
| 2019-06-30 | $1.1M | 15k | 70.89 |
| 2019-03-31 | $1.3M | 19k | 68.00 |
| 2018-12-31 | $803k | 13k | 59.91 |