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SCHX
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.8M
+20.2%
$199.2M1.1%$26.83
57
2025-Q4
Increased
6.5M
+7.8%
$173.9M1.2%$27.12
52
2025-Q3
Decreased
6M
-0.8%
$158M1.3%$26.19
0
2025-Q2
Increased
6M
+0.9%
$147.7M1.5%$24.19
48
2025-Q1
Decreased
6M
-3.1%
$132.3M1.5%$21.77
0
2024-Q4
Increased
6.2M
+190.0%
$143.4M1.6%$23.00
77
2024-Q3
Decreased
2.1M
-7.0%
$144.7M1.7%$22.20
0
2024-Q2
Decreased
2.3M
-1.4%
$147.3M1.7%$21.03
0

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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