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Beacon Pointe Advisors, LLC: SCHD position timeline

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

Beacon Pointe Advisors, LLC held 1,759,557 SCHD 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 1,759,557 shares
    Change vs previous 13F -1,903 shares

    0.26% of the 13F portfolio, value $55,795,546.

    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 1,761,460 shares
    Change vs previous 13F +222,560 shares

    0.29% of the 13F portfolio, value $54,041,608.

    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 1,538,900 shares
    Change vs previous 13F -129,320 shares

    0.3% of the 13F portfolio, value $42,212,037.

    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 1,668,220 shares
    Change vs previous 13F +298,453 shares

    0.39% of the 13F portfolio, value $45,542,419.

    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 1,369,767 shares
    Change vs previous 13F +61,697 shares

    0.38% of the 13F portfolio, value $36,298,838.

    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 1,308,070 shares
    Change vs previous 13F -103,372 shares

    0.41% of the 13F portfolio, value $36,573,636.

    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 1,411,442 shares
    Change vs previous 13F +950,793 shares

    0.43% of the 13F portfolio, value $38,560,597.

    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 460,649 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $38,938,645.

    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).