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SCHMSCHM
Showing 8 of 31 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Yes. Beacon Pointe Advisors holds 1,484,018 shares of SCHM, worth $54.7M, as of its Q2 2026 13F filing. It increased the position by 1,168 shares (+0.1%) from Q1 2026. Beacon Pointe Advisors has held SCHM in every 13F on record since Q4 2018, 31 quarterly filings. SCHM is 0.3% of Beacon Pointe Advisors' reported 13F portfolio.

Current Value

$54.7M

Current Shares

1.5M

Total Value Change

+$7.7M

Total Shares Change

+918,456

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+0.1%
$54.7M0.3%$36.87
35
2026-Q1
Increased
1.5M
+7.8%
$45.9M0.2%$30.87
38
2025-Q4
Decreased
1.4M
-3.4%
$41.4M0.3%$29.91
0
2025-Q3
Decreased
1.4M
-11.5%
$42.2M0.4%$29.35
0
2025-Q2
Increased
1.6M
+0.8%
$45.1M0.5%$27.66
35
2025-Q1
Decreased
1.6M
-2.8%
$41.8M0.5%$25.74
0
2024-Q4
Increased
1.6M
+190.0%
$45.5M0.5%$27.15
66
2024-Q3
Decreased
565,562
-5.8%
$47M0.5%$27.02
0

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

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