Back to Beacon Pointe Advisors, LLC

SCHV
Showing 8 of 30 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.9M
+234.3%
$118.1M0.6%$31.74
68
2025-Q4
Increased
1.2M
+0.8%
$34.3M0.2%$29.84
35
2025-Q3
Increased
1.1M
+8.2%
$33.5M0.3%$28.87
37
2025-Q2
Increased
1.1M
+8.8%
$29.4M0.3%$27.25
37
2025-Q1
Increased
976,743
+1.0%
$26M0.3%$25.90
35
2024-Q4
Increased
966,941
+193.4%
$25.2M0.3%$25.40
55
2024-Q3
Decreased
329,565
-3.0%
$26.5M0.3%$25.98
0
2024-Q2
Decreased
339,717
-4.5%
$25.2M0.3%$23.90
0

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used