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Beacon Pointe Advisors, LLC: SCHM position timeline

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

Beacon Pointe Advisors, LLC held 1,484,018 SCHM 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 1,484,018 shares
    Change vs previous 13F +1,168 shares

    0.25% of the 13F portfolio, value $54,715,736.

    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 1,482,850 shares
    Change vs previous 13F +107,212 shares

    0.24% of the 13F portfolio, value $45,909,023.

    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 1,375,638 shares
    Change vs previous 13F -48,339 shares

    0.29% of the 13F portfolio, value $41,365,436.

    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 1,423,977 shares
    Change vs previous 13F -184,672 shares

    0.36% of the 13F portfolio, value $42,206,666.

    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 1,608,649 shares
    Change vs previous 13F +13,535 shares

    0.47% of the 13F portfolio, value $45,122,607.

    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 1,595,114 shares
    Change vs previous 13F -45,127 shares

    0.47% of the 13F portfolio, value $41,791,979.

    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 1,640,241 shares
    Change vs previous 13F +1,074,679 shares

    0.5% of the 13F portfolio, value $45,451,088.

    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 565,562 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $46,992,530.

    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).