Schwab Strategic Tr us aggregate b shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 216k | 47.52 |
| 2024-06-30 | $9.1M | 199k | 45.58 |
| 2024-03-31 | $7.2M | 157k | 46.00 |
| 2023-12-31 | $7.1M | 153k | 46.62 |
| 2023-09-30 | $7.8M | 177k | 44.23 |
| 2023-06-30 | $7.9M | 172k | 46.16 |
| 2023-03-31 | $13M | 278k | 46.91 |
| 2022-12-31 | $9.1M | 199k | 45.65 |
| 2022-09-30 | $9.5M | 209k | 45.32 |
| 2022-06-30 | $11M | 220k | 47.86 |
| 2022-03-31 | $12M | 231k | 50.57 |
| 2021-12-31 | $6.7M | 125k | 53.90 |
| 2021-09-30 | $7.1M | 130k | 54.26 |
| 2021-06-30 | $7.2M | 132k | 54.60 |
| 2021-03-31 | $7.2M | 134k | 53.93 |
| 2020-12-31 | $7.3M | 131k | 56.08 |
| 2020-09-30 | $7.8M | 138k | 56.15 |
| 2020-06-30 | $7.2M | 129k | 56.23 |
| 2020-03-31 | $1.7M | 32k | 54.09 |
| 2019-12-31 | $1.0M | 19k | 53.45 |
| 2019-09-30 | $866k | 16k | 53.99 |
| 2019-06-30 | $891k | 17k | 52.89 |
| 2019-03-31 | $670k | 13k | 52.05 |
| 2018-12-31 | $673k | 13k | 50.75 |
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