Position history for Beacon Pointe Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Beacon Pointe Advisors, LLC holds 3.9M shares of SCHV (SCHWAB STRATEGIC TR), worth $118.1M as of 2026-Q1. The position was increased (+234.3% shares). SCHV represents 0.6% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$118.1M
Current Shares
3.9M
Total Value Change
+$93M
Total Shares Change
+3.5M
Other major holders of SCHV: Kestra Advisory Services, LLC, Financial Engines Advisors L.L.C.
Increased |
| 3.9M |
+234.3% |
| $118.1M |
| 0.6% |
| $31.74 |
68 |
| 2025-Q4 | Increased | 1.2M | +0.8% | $34.3M | 0.2% | $29.84 | 35 |
| 2025-Q3 | Increased | 1.1M | +8.2% | $33.5M | 0.3% | $28.87 | 37 |
| 2025-Q2 | Increased | 1.1M | +8.8% | $29.4M | 0.3% | $27.25 | 37 |
| 2025-Q1 | Increased | 976,743 | +1.0% | $26M | 0.3% | $25.90 | 35 |
| 2024-Q4 | Increased | 966,941 | +193.4% | $25.2M | 0.3% | $25.40 | 55 |
| 2024-Q3 | Decreased | 329,565 | -3.0% | $26.5M | 0.3% | $25.98 | 0 |
| 2024-Q2 | Decreased | 339,717 | -4.5% | $25.2M | 0.3% | $23.90 | 0 |