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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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