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Beacon Pointe Advisors, LLC: SCHB position timeline

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

Beacon Pointe Advisors, LLC held 836,559 SCHB 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 836,559 shares
    Change vs previous 13F -115,402 shares

    0.11% of the 13F portfolio, value $24,226,749.

    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 951,961 shares
    Change vs previous 13F -50,695 shares

    0.13% of the 13F portfolio, value $23,894,211.

    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 1,002,656 shares
    Change vs previous 13F +391,373 shares

    0.18% of the 13F portfolio, value $26,299,656.

    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 611,283 shares
    Change vs previous 13F +415,209 shares

    0.13% of the 13F portfolio, value $15,716,086.

    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 196,074 shares
    Change vs previous 13F -3,566 shares

    0.05% of the 13F portfolio, value $4,672,440.

    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 199,640 shares
    Change vs previous 13F -2,500 shares

    0.05% of the 13F portfolio, value $4,298,241.

    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 202,140 shares
    Change vs previous 13F +126,313 shares

    0.05% of the 13F portfolio, value $4,588,568.

    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 75,827 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,044,009.

    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).