Beacon Pointe Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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