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Beacon Pointe Advisors, LLC: SCHP position timeline

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

Beacon Pointe Advisors, LLC held 3,653,308 SCHP 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 3,653,308 shares
    Change vs previous 13F -34,041 shares

    0.45% of the 13F portfolio, value $96,812,653.

    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 3,687,349 shares
    Change vs previous 13F +140,734 shares

    0.52% of the 13F portfolio, value $98,120,364.

    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 3,546,615 shares
    Change vs previous 13F +3,168,924 shares

    0.66% of the 13F portfolio, value $93,949,834.

    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 377,691 shares
    Change vs previous 13F +278,101 shares

    0.09% of the 13F portfolio, value $10,178,781.

    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 99,590 shares
    Change vs previous 13F -13,447 shares

    0.03% of the 13F portfolio, value $2,657,065.

    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 113,037 shares
    Change vs previous 13F -5,495 shares

    0.03% of the 13F portfolio, value $3,039,556.

    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 118,532 shares
    Change vs previous 13F +54,574 shares

    0.03% of the 13F portfolio, value $3,061,673.

    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 63,958 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,430,088.

    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).