Position history for Beacon Pointe Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Beacon Pointe Advisors, LLC holds 2.9M shares of SCHF (SCHWAB STRATEGIC TR), worth $70.7M as of 2025-Q4. The position was increased (++4.5% shares). SCHF represents 0.5% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$70.7M
Current Shares
2.9M
Total Value Change
+$36.6M
Total Shares Change
+2.1M
Other major holders of SCHF: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Increased |
| 2.9M |
+4.5% |
| $70.7M |
| 0.5% |
| $24.20 |
37 |
| 2025-Q3 | Increased | 2.8M | +59.9% | $65.5M | 0.6% | $22.54 | 60 |
| 2025-Q2 | Increased | 1.8M | +18.4% | $38.9M | 0.4% | $21.44 | 41 |
| 2025-Q1 | Decreased | 1.5M | -2.1% | $29.4M | 0.3% | $19.28 | 0 |
| 2024-Q4 | Increased | 1.5M | +87.5% | $28.1M | 0.3% | $17.88 | 54 |
| 2024-Q3 | Decreased | 809,664 | -8.6% | $33.3M | 0.4% | $19.52 | 0 |
| 2024-Q2 | Increased | 885,685 | +4.0% | $34M | 0.4% | $18.15 | 36 |