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SCHVSCHV
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 3,917,972 shares of SCHV, worth $136.4M, as of its Q2 2026 13F filing. It increased the position by 44,859 shares (+1.2%) from Q1 2026. Beacon Pointe Advisors has held SCHV in every 13F on record since Q4 2018, 31 quarterly filings. SCHV is 0.6% of Beacon Pointe Advisors' reported 13F portfolio.

Current Value

$136.4M

Current Shares

3.9M

Total Value Change

+$109.9M

Total Shares Change

+3.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.9M
+1.2%
$136.4M0.6%$34.81
43
2026-Q1
Increased
3.9M
+234.3%
$118.1M0.6%$30.36
68
2025-Q4
Increased
1.2M
+0.8%
$34.3M0.2%$29.34
35
2025-Q3
Increased
1.1M
+8.2%
$33.5M0.3%$28.68
37
2025-Q2
Increased
1.1M
+8.8%
$29.4M0.3%$27.13
37
2025-Q1
Increased
976,743
+1.0%
$26M0.3%$25.92
35
2024-Q4
Increased
966,941
+193.4%
$25.2M0.3%$25.29
55
2024-Q3
Decreased
329,565
-3.0%
$26.5M0.3%$25.83
0

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

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