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SCHMSCHM
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Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in SCHWAB US MID CAP ETF

Beacon Pointe Advisors, LLC holds 1.5M shares of SCHM (SCHWAB US MID CAP ETF), worth $45.9M as of 2026-Q1. The position was increased (+7.8% shares). SCHM represents 0.2% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$45.9M

Current Shares

1.5M

Total Value Change

-$1.1M

Total Shares Change

+917,288

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+7.8%
$45.9M0.2%$32.49
38
2025-Q4
Decreased
1.4M
-3.4%
$41.4M0.3%$30.38
0
2025-Q3
Decreased
1.4M
-11.5%
$42.2M0.4%$29.49
0
2025-Q2
Increased
1.6M
+0.8%
$45.1M0.5%$27.71
35
2025-Q1
Decreased
1.6M
-2.8%
$41.8M0.5%$25.85
0
2024-Q4
Increased
1.6M
+190.0%
$45.5M0.5%$27.25
66
2024-Q3
Decreased
565,562
-5.8%
$47M0.5%$27.17
0

Other major holders of SCHM: Financial Engines Advisors L.L.C.

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