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Beacon Pointe Advisors, LLC: SCHF position timeline

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

Beacon Pointe Advisors, LLC held 3,171,782 SCHF 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 3,171,782 shares
    Change vs previous 13F +46,029 shares

    0.41% of the 13F portfolio, value $87,858,351.

    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 3,125,753 shares
    Change vs previous 13F +186,451 shares

    0.41% of the 13F portfolio, value $77,362,394.

    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 2,939,302 shares
    Change vs previous 13F +125,252 shares

    0.5% of the 13F portfolio, value $70,660,809.

    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 2,814,050 shares
    Change vs previous 13F +1,054,026 shares

    0.56% of the 13F portfolio, value $65,511,091.

    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 1,760,024 shares
    Change vs previous 13F +273,769 shares

    0.41% of the 13F portfolio, value $38,896,537.

    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 1,486,255 shares
    Change vs previous 13F -32,231 shares

    0.33% of the 13F portfolio, value $29,398,115.

    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 1,518,486 shares
    Change vs previous 13F +708,822 shares

    0.31% of the 13F portfolio, value $28,091,989.

    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 809,664 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $33,293,404.

    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).