Schwab U S Large Cap Growth ETF shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $116M | 3.6M | 31.91 |
| 2025-06-30 | $107M | 3.7M | 29.21 |
| 2025-03-31 | $91M | 3.6M | 25.04 |
| 2024-12-31 | $97M | 3.5M | 27.87 |
| 2024-09-30 | $84M | 801k | 104.18 |
| 2024-06-30 | $78M | 776k | 100.84 |
| 2024-03-31 | $72M | 772k | 92.72 |
| 2023-12-31 | $61M | 732k | 82.96 |
| 2023-09-30 | $52M | 721k | 72.72 |
| 2023-06-30 | $49M | 655k | 74.95 |
| 2023-03-31 | $39M | 601k | 65.17 |
| 2022-12-31 | $31M | 560k | 55.56 |
| 2022-09-30 | $26M | 461k | 55.84 |
| 2022-06-30 | $21M | 366k | 57.98 |
| 2022-03-31 | $50M | 669k | 74.82 |
| 2021-12-31 | $19M | 115k | 163.76 |
| 2021-09-30 | $17M | 117k | 148.09 |
| 2021-06-30 | $19M | 129k | 145.96 |
| 2021-03-31 | $17M | 132k | 129.80 |
| 2020-12-31 | $18M | 136k | 128.35 |
| 2020-09-30 | $16M | 135k | 115.30 |
| 2020-06-30 | $13M | 129k | 101.49 |
| 2020-03-31 | $3.1M | 38k | 79.81 |
| 2019-12-31 | $2.4M | 25k | 92.75 |
| 2019-09-30 | $2.0M | 24k | 84.13 |
| 2019-06-30 | $2.1M | 25k | 83.16 |
| 2019-03-31 | $1.8M | 22k | 79.50 |
| 2018-12-31 | $1.4M | 20k | 69.00 |
Top funds holding Schwab U S Large Cap Growth ETF
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