Position history for Beacon Pointe Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Beacon Pointe Advisors, LLC holds 3.7M shares of SCHP (SCHWAB STRATEGIC TR), worth $98.1M as of 2026-Q1. The position was increased (+4.0% shares). SCHP represents 0.5% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$98.1M
Current Shares
3.7M
Total Value Change
+$94.3M
Total Shares Change
+3.6M
Other major holders of SCHP: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 3.7M |
+4.0% |
| $98.1M |
| 0.5% |
| $26.87 |
44 |
| 2025-Q4 | Increased | 3.5M | +839.0% | $93.9M | 0.7% | $26.54 | 68 |
| 2025-Q3 | Increased | 377,691 | +279.3% | $10.2M | 0.1% | $26.50 | 45 |
| 2025-Q2 | Decreased | 99,590 | -11.9% | $2.7M | 0.0% | $25.87 | 0 |
| 2025-Q1 | Decreased | 113,037 | -4.6% | $3M | 0.0% | $25.74 | 0 |
| 2024-Q4 | Increased | 118,532 | +85.3% | $3.1M | 0.0% | $24.81 | 41 |
| 2024-Q3 | Decreased | 63,958 | -12.2% | $3.4M | 0.0% | $25.56 | 0 |
| 2024-Q2 | Decreased | 72,816 | -4.3% | $3.8M | 0.0% | $24.52 | 0 |