Charles Schwab Corporation shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 145k | 95.47 |
| 2025-06-30 | $18M | 197k | 91.24 |
| 2025-03-31 | $16M | 199k | 78.28 |
| 2024-12-31 | $14M | 194k | 74.01 |
| 2024-09-30 | $13M | 193k | 64.81 |
| 2024-06-30 | $15M | 202k | 73.69 |
| 2024-03-31 | $15M | 213k | 72.34 |
| 2023-12-31 | $16M | 225k | 68.80 |
| 2023-09-30 | $16M | 288k | 54.90 |
| 2023-06-30 | $7.7M | 136k | 56.68 |
| 2023-03-31 | $4.6M | 88k | 52.38 |
| 2022-12-31 | $4.9M | 59k | 83.26 |
| 2022-09-30 | $3.8M | 53k | 71.97 |
| 2022-06-30 | $2.8M | 44k | 63.18 |
| 2022-03-31 | $8.2M | 97k | 84.31 |
| 2021-12-31 | $3.8M | 45k | 84.10 |
| 2021-09-30 | $1.6M | 22k | 72.82 |
| 2021-06-30 | $3.2M | 44k | 72.81 |
| 2021-03-31 | $1.0M | 16k | 65.13 |
| 2020-12-31 | $2.1M | 40k | 52.99 |
| 2020-09-30 | $611k | 17k | 36.26 |
| 2020-06-30 | $1.4M | 42k | 33.69 |