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Beacon Pointe Advisors, LLC: SCHG position timeline

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

Beacon Pointe Advisors, LLC held 6,744,828 SCHG 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 6,744,828 shares
    Change vs previous 13F +43,718 shares

    1.06% of the 13F portfolio, value $228,244,984.

    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 6,701,110 shares
    Change vs previous 13F +3,061,564 shares

    1.04% of the 13F portfolio, value $195,203,331.

    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 3,639,546 shares
    Change vs previous 13F -3,686 shares

    0.83% of the 13F portfolio, value $118,721,978.

    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 3,643,232 shares
    Change vs previous 13F -7,922 shares

    0.99% of the 13F portfolio, value $116,255,526.

    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 3,651,154 shares
    Change vs previous 13F +8,224 shares

    1.11% of the 13F portfolio, value $106,650,219.

    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 3,642,930 shares
    Change vs previous 13F +160,245 shares

    1.03% of the 13F portfolio, value $91,218,964.

    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 3,482,685 shares
    Change vs previous 13F +2,681,610 shares

    1.08% of the 13F portfolio, value $97,062,434.

    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 801,075 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $83,456,044.

    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).