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
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All positions including Schwab Strategic Tr 0 held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |