Position history for Beacon Pointe Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Beacon Pointe Advisors, LLC holds 7.8M shares of SCHX (SCHWAB STRATEGIC TR), worth $199.2M as of 2026-Q1. The position was increased (+20.2% shares). SCHX represents 1.1% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$199.2M
Current Shares
7.8M
Total Value Change
+$51.9M
Total Shares Change
+5.5M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 7.8M |
+20.2% |
| $199.2M |
| 1.1% |
| $26.83 |
57 |
| 2025-Q4 | Increased | 6.5M | +7.8% | $173.9M | 1.2% | $27.12 | 52 |
| 2025-Q3 | Decreased | 6M | -0.8% | $158M | 1.3% | $26.19 | 0 |
| 2025-Q2 | Increased | 6M | +0.9% | $147.7M | 1.5% | $24.19 | 48 |
| 2025-Q1 | Decreased | 6M | -3.1% | $132.3M | 1.5% | $21.77 | 0 |
| 2024-Q4 | Increased | 6.2M | +190.0% | $143.4M | 1.6% | $23.00 | 77 |
| 2024-Q3 | Decreased | 2.1M | -7.0% | $144.7M | 1.7% | $22.20 | 0 |
| 2024-Q2 | Decreased | 2.3M | -1.4% | $147.3M | 1.7% | $21.03 | 0 |