Schwab Strategic Tr 0 shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 378k | 26.95 |
| 2025-06-30 | $2.7M | 100k | 26.68 |
| 2025-03-31 | $3.0M | 113k | 26.89 |
| 2024-12-31 | $3.1M | 119k | 25.83 |
| 2024-09-30 | $3.4M | 64k | 53.63 |
| 2024-06-30 | $3.8M | 73k | 52.01 |
| 2024-03-31 | $4.0M | 76k | 52.16 |
| 2023-12-31 | $2.1M | 40k | 52.20 |
| 2023-09-30 | $2.7M | 53k | 50.49 |
| 2023-06-30 | $1.4M | 27k | 52.44 |
| 2023-03-31 | $4.1M | 76k | 53.61 |
| 2022-12-31 | $3.8M | 73k | 51.79 |
| 2022-09-30 | $5.1M | 99k | 51.86 |
| 2022-06-30 | $7.6M | 136k | 55.83 |
| 2022-03-31 | $29M | 473k | 60.71 |
| 2021-12-31 | $73M | 1.2M | 62.89 |
| 2021-09-30 | $66M | 1.1M | 62.58 |
| 2021-06-30 | $61M | 967k | 62.51 |
| 2021-03-31 | $47M | 764k | 61.17 |
| 2020-12-31 | $41M | 656k | 61.99 |
| 2020-09-30 | $26M | 425k | 61.63 |