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Beacon Pointe Advisors, LLC: SCHX position timeline

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

Beacon Pointe Advisors, LLC held 7,813,084 SCHX 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 7,813,084 shares
    Change vs previous 13F +44,373 shares

    1.07% of the 13F portfolio, value $229,939,077.

    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 7,768,711 shares
    Change vs previous 13F +1,306,884 shares

    1.06% of the 13F portfolio, value $199,189,763.

    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 6,461,827 shares
    Change vs previous 13F +465,022 shares

    1.22% of the 13F portfolio, value $173,887,766.

    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 5,996,805 shares
    Change vs previous 13F -46,233 shares

    1.34% of the 13F portfolio, value $157,955,854.

    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 6,043,038 shares
    Change vs previous 13F +52,341 shares

    1.54% of the 13F portfolio, value $147,691,846.

    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 5,990,697 shares
    Change vs previous 13F -194,223 shares

    1.49% of the 13F portfolio, value $132,274,581.

    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 6,184,920 shares
    Change vs previous 13F +4,052,300 shares

    1.59% of the 13F portfolio, value $143,366,450.

    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 2,132,620 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $144,698,285.

    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).