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Schwab Strategic Tr us lrg cap etf shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Beacon Pointe Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2019-12-31	$1.9M	24k	76.84
2019-09-30	$1.8M	26k	70.94
2019-06-30	$1.2M	17k	70.30
2019-03-31	$1.2M	17k	67.70
2018-12-31	$1.1M	18k	59.61

More positions owned by Beacon Pointe Wealth Advisors

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Vanguard S&p 500 Etf idx (VOO)

J P Morgan Exchange Traded F ultra shrt (JPST)

Pgim Ultra Short Bd Etf etf/closed end- (PULS)

Ishares Core Msci Eafe Etf core msci eafe (IEFA)

iShares Russell 1000 Growth Index (IWF)

Apple (AAPL)

Vanguard Europe Pacific ETF (VEA)

Vanguard Extended Market ETF (VXF)

iShares Russell 1000 Index (IWB)

Vanguard High Dividend Yield ETF (VYM)

American Campus Communities

Pacific Premier Ban (PPBI)

iShares Russell 3000 Index (IWV)

Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

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UBS Group

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Campbell Wealth Management

Diversified

View all funds holding Schwab Strategic Tr us lrg cap etf

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