Schwab U S Large Cap Growth ETF shares owned by Beacon Pointe Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Beacon Pointe Wealth Advisors
from 13F filings
Historical chart of Beacon Pointe Wealth 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 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Beacon Pointe Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2019-12-31 | $1.9M | 21k | 93.01 |
2019-09-30 | $1.8M | 21k | 84.20 |
2019-06-30 | $1.1M | 13k | 83.15 |
2019-03-31 | $613k | 7.7k | 79.47 |
2018-12-31 | $763k | 11k | 68.96 |
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