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Beacon Pointe Advisors, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on SCHA, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 997,223 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 997,223 shares
    Change vs previous 13F -47,073 shares

    0.17% of the 13F portfolio, value $36,029,683.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,044,296 shares
    Change vs previous 13F +190,768 shares

    0.16% of the 13F portfolio, value $30,368,132.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 853,528 shares
    Change vs previous 13F +25,576 shares

    0.17% of the 13F portfolio, value $24,308,471.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 827,952 shares
    Change vs previous 13F +9,330 shares

    0.2% of the 13F portfolio, value $23,099,858.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 818,622 shares
    Change vs previous 13F -37,163 shares

    0.22% of the 13F portfolio, value $20,711,145.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 855,785 shares
    Change vs previous 13F -30,343 shares

    0.23% of the 13F portfolio, value $20,051,051.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 886,128 shares
    Change vs previous 13F +431,658 shares

    0.25% of the 13F portfolio, value $22,915,263.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 454,470 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $23,405,186.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).