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SCHPSCHP
24 quarters

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

Beacon Pointe Advisors, LLC holds 3.7M shares of SCHP (SCHWAB STRATEGIC TR), worth $96.8M as of 2026-Q2. The position was decreased (-0.9% shares). SCHP represents 0.4% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$96.8M

Current Shares

3.7M

Total Value Change

+$70.6M

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.7M
-0.9%
$96.8M0.4%$26.06
0
2026-Q1
Increased
3.7M
+4.0%
$98.1M0.5%$25.85
44
2025-Q4
Increased
3.5M
+839.0%
$93.9M0.7%$25.74
68
2025-Q3
Increased
377,691
+279.3%
$10.2M0.1%$25.75
45
2025-Q2
Decreased
99,590
-11.9%
$2.7M0.0%$25.22
0
2025-Q1
Decreased
113,037
-4.6%
$3M0.0%$25.11
0
2024-Q4
Increased
118,532
+85.3%
$3.1M0.0%$24.11
41
2024-Q3
Decreased
63,958
-12.2%
$3.4M0.0%$24.82
0
2024-Q2
Decreased
72,816
-4.3%
$3.8M0.0%$23.82
0
2024-Q1
Increased
76,127
+90.6%
$4M0.0%$23.63
42
2023-Q4
Decreased
39,943
-24.7%
$2.1M0.0%$23.64
0
2023-Q3
Increased
53,043
+98.9%
$2.7M0.0%$22.60
42
2023-Q2
Decreased
26,671
-65.0%
$1.4M0.0%$23.22
0
2023-Q1
Increased
76,293
+4.0%
$4.1M0.1%$23.56
28
2022-Q4
Decreased
73,394
-26.1%
$3.8M0.1%$22.76
0
2022-Q3
Decreased
99,288
-27.2%
$5.1M0.1%$22.30
0
2022-Q2
Decreased
136,428
-71.2%
$7.6M0.2%$23.54
0
2022-Q1
Decreased
472,964
-59.1%
$28.7M0.4%$25.06
0
2021-Q4
Increased
1.2M
+9.4%
$72.7M1.9%$25.86
51
2021-Q3
Increased
1.1M
+9.2%
$66.1M1.6%$25.27
51
2021-Q2
Increased
967,109
+26.7%
$60.5M2.1%$24.82
63
2021-Q1
Increased
763,548
+16.5%
$46.7M2.9%$24.07
58
2020-Q4
Increased
655,549
+54.1%
$40.6M2.8%$24.43
70
2020-Q3
New
425,285
-
$26.2M2.5%$24.02
74

Other major holders of SCHP: Steward Partners Investment Advisory, LLC, Empower Advisory Group, LLC

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