Schwab Strategic Tr us dividend eq shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $35M | 462k | 76.13 |
| 2023-09-30 | $34M | 481k | 70.76 |
| 2023-06-30 | $29M | 401k | 72.62 |
| 2023-03-31 | $27M | 369k | 73.16 |
| 2022-12-31 | $23M | 310k | 75.54 |
| 2022-09-30 | $20M | 305k | 66.47 |
| 2022-06-30 | $20M | 282k | 71.61 |
| 2022-03-31 | $24M | 300k | 78.89 |
| 2021-12-31 | $6.7M | 83k | 80.83 |
| 2021-09-30 | $6.1M | 82k | 74.24 |
| 2021-06-30 | $3.9M | 51k | 75.62 |
| 2021-03-31 | $2.3M | 31k | 73.00 |
| 2020-12-31 | $1.8M | 29k | 64.08 |
| 2020-09-30 | $1.2M | 23k | 55.31 |
| 2020-06-30 | $1.4M | 27k | 51.77 |
| 2020-03-31 | $1.0M | 23k | 44.71 |
| 2019-12-31 | $599k | 10k | 57.84 |
| 2019-09-30 | $448k | 8.1k | 55.04 |
| 2019-06-30 | $526k | 9.9k | 53.05 |
| 2019-03-31 | $345k | 6.6k | 52.47 |
| 2018-12-31 | $295k | 6.3k | 46.85 |
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