Schwab Strategic Tr sht tm us tres shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.9M | 282k | 24.27 |
| 2025-12-31 | $4.0M | 164k | 24.37 |
| 2025-09-30 | $3.3M | 136k | 24.40 |
| 2025-06-30 | $3.0M | 122k | 24.38 |
| 2025-03-31 | $3.5M | 144k | 24.34 |
| 2024-12-31 | $3.5M | 147k | 24.06 |
| 2024-09-30 | $3.5M | 72k | 48.98 |
| 2024-06-30 | $2.9M | 60k | 48.13 |
| 2024-03-31 | $2.2M | 46k | 48.21 |
| 2023-12-31 | $511k | 11k | 48.45 |
| 2023-09-30 | $551k | 12k | 47.89 |
| 2023-06-30 | $234k | 4.9k | 48.06 |
| 2023-03-31 | $725k | 15k | 48.79 |
| 2022-12-31 | $1.1M | 22k | 48.24 |
| 2022-09-30 | $1.1M | 22k | 48.31 |
| 2022-06-30 | $851k | 17k | 49.28 |
| 2022-03-31 | $983k | 20k | 49.57 |
Top funds holding Schwab Strategic Tr sht tm us tres
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