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Beacon Pointe Advisors, LLC: SCHE position timeline

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

Beacon Pointe Advisors, LLC held 245,329 SCHE 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 245,329 shares
    Change vs previous 13F +30,715 shares

    0.04% of the 13F portfolio, value $8,895,614.

    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 214,614 shares
    Change vs previous 13F +12,555 shares

    0.04% of the 13F portfolio, value $7,071,540.

    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 202,059 shares
    Change vs previous 13F +6,251 shares

    0.05% of the 13F portfolio, value $6,617,438.

    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 195,808 shares
    Change vs previous 13F +23,388 shares

    0.06% of the 13F portfolio, value $6,534,126.

    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 172,420 shares
    Change vs previous 13F +3,408 shares

    0.05% of the 13F portfolio, value $5,196,729.

    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 169,012 shares
    Change vs previous 13F -10,883 shares

    0.05% of the 13F portfolio, value $4,659,655.

    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 179,895 shares
    Change vs previous 13F +5,011 shares

    0.05% of the 13F portfolio, value $4,790,594.

    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 174,884 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,103,110.

    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).