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Beacon Pointe Advisors, LLC: SCHW position timeline

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

Beacon Pointe Advisors, LLC held 218,376 SCHW 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 218,376 shares
    Change vs previous 13F -10,201 shares

    0.09% of the 13F portfolio, value $20,150,614.

    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 228,577 shares
    Change vs previous 13F +84,539 shares

    0.11% of the 13F portfolio, value $21,481,668.

    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 144,038 shares
    Change vs previous 13F -891 shares

    0.1% of the 13F portfolio, value $14,390,797.

    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 144,929 shares
    Change vs previous 13F -52,019 shares

    0.12% of the 13F portfolio, value $13,836,366.

    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 196,948 shares
    Change vs previous 13F -2,413 shares

    0.19% of the 13F portfolio, value $17,969,494.

    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 199,361 shares
    Change vs previous 13F +5,644 shares

    0.18% of the 13F portfolio, value $15,605,952.

    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 193,717 shares
    Change vs previous 13F +870 shares

    0.16% of the 13F portfolio, value $14,337,030.

    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 192,847 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,498,445.

    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).