Beacon Pointe Wealth Advisors, LLC: SCHD position timeline

Beacon Pointe Wealth Advisors, LLC held 9,424 SCHD shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

1. period ended2019-12-31

   13F 9,424 shares

   Change vs previous 13F -1,064 shares

   0.1% of the 13F portfolio, value $546,000.

   13F-HR 0001085146-20-000848 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2020-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2019-09-30

   13F 10,488 shares

   Change vs previous 13F +1,098 shares

   0.12% of the 13F portfolio, value $580,000.

   13F-HR 0001085146-19-003001 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2019-06-30

   13F 9,390 shares

   Change vs previous 13F +1,156 shares

   0.1% of the 13F portfolio, value $496,000.

   13F-HR 0001085146-19-002330 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2019-03-31

   13F 8,234 shares

   Change vs previous 13F +1,648 shares

   0.1% of the 13F portfolio, value $431,000.

   13F-HR 0001085146-19-001553 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2018-12-31

   13F 6,586 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $310,000.

   13F-HR 0001085146-19-000300 filed by Beacon Pointe Wealth Advisors, LLC
   Filed 2019-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).