Schwab Strategic Tr cmn shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 1.1M | 29.11 |
| 2025-06-30 | $29M | 1.1M | 27.67 |
| 2025-03-31 | $26M | 977k | 26.58 |
| 2024-12-31 | $25M | 967k | 26.07 |
| 2024-09-30 | $27M | 330k | 80.37 |
| 2024-06-30 | $25M | 340k | 74.08 |
| 2024-03-31 | $27M | 356k | 75.98 |
| 2023-12-31 | $25M | 356k | 70.10 |
| 2023-09-30 | $25M | 389k | 64.46 |
| 2023-06-30 | $24M | 362k | 67.09 |
| 2023-03-31 | $22M | 339k | 65.58 |
| 2022-12-31 | $23M | 342k | 66.02 |
| 2022-09-30 | $20M | 334k | 58.54 |
| 2022-06-30 | $16M | 263k | 62.37 |
| 2022-03-31 | $19M | 270k | 71.39 |
| 2021-12-31 | $12M | 157k | 73.22 |
| 2021-09-30 | $11M | 158k | 67.48 |
| 2021-06-30 | $11M | 156k | 68.37 |
| 2021-03-31 | $10M | 159k | 65.27 |
| 2020-12-31 | $9.4M | 157k | 59.51 |
| 2020-09-30 | $8.4M | 161k | 52.23 |
| 2020-06-30 | $7.7M | 153k | 50.15 |
| 2020-03-31 | $585k | 13k | 44.55 |
| 2019-12-31 | $698k | 12k | 60.26 |
| 2019-09-30 | $547k | 9.7k | 56.66 |
| 2019-06-30 | $427k | 7.6k | 55.96 |
| 2019-03-31 | $351k | 6.4k | 55.11 |
| 2018-12-31 | $536k | 11k | 48.96 |