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Beacon Pointe Advisors, LLC: SCHZ position timeline

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

Beacon Pointe Advisors, LLC held 458,444 SCHZ 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 458,444 shares
    Change vs previous 13F +16,060 shares

    0.05% of the 13F portfolio, value $10,603,809.

    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 442,384 shares
    Change vs previous 13F +68,147 shares

    0.05% of the 13F portfolio, value $10,272,156.

    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 374,237 shares
    Change vs previous 13F -18,901 shares

    0.06% of the 13F portfolio, value $8,745,910.

    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 393,138 shares
    Change vs previous 13F -22,271 shares

    0.08% of the 13F portfolio, value $9,226,947.

    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 415,409 shares
    Change vs previous 13F -2,276 shares

    0.1% of the 13F portfolio, value $9,654,109.

    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 417,685 shares
    Change vs previous 13F -4,261 shares

    0.11% of the 13F portfolio, value $9,673,591.

    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 421,946 shares
    Change vs previous 13F +206,102 shares

    0.11% of the 13F portfolio, value $9,578,185.

    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 215,844 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,256,912.

    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).