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Schwab 1000 Index Etf etf shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Schwab 1000 Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab 1000 Index Etf etf held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 1000 Index Etf etf by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $416k 7.5k 55.29
2024-06-30 $393k 7.5k 52.33
2024-03-31 $454k 9.0k 50.67
2022-03-31 $670k 15k 44.01

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
Legacy Wealth Management
Warwick Investment Management
Armstrong Advisory Group
Waddell & Associates
Blake Schutter Theil Wealth Advisors
Colony
Main Street Financial Solutions
Bank of America Corporation
International Assets Investment Management
Mariner Wealth Advisors
Signature Estate and Investment Advisors
HBK Sorce Advisory
Cassady Schiller Wealth Management
Us Bancorp

View all funds holding Schwab 1000 Index Etf etf