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Beacon Pointe Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Beacon Pointe Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2M Sell
836,559
-115,402
-12% -$3.23M 0.11% 182
2026
Q1 		$23.9M Sell
951,961
-50,695
-5% -$1.33M 0.13% 158
2025
Q4 		$26.3M Buy
1,002,656
+391,373
+64% +$10.2M 0.18% 123
2025
Q3 		$15.7M Buy
611,283
+415,209
+212% +$10.3M 0.13% 159
2025
Q2 		$4.67M Sell
196,074
-3,566
-2% -$78.6K 0.05% 324
2025
Q1 		$4.3M Sell
199,640
-2,500
-1% -$56.9K 0.05% 326
2024
Q4 		$4.59M Sell
202,140
-25,341
-11% -$579K 0.05% 304
2024
Q3 		$5.04M Sell
227,481
-12,216
-5% -$261K 0.06% 288
2024
Q2 		$5.02M Sell
239,697
-2,391
-1% -$48.4K 0.06% 275
2024
Q1 		$4.93M Sell
242,088
-3,951
-2% -$76.5K 0.05% 290
2023
Q4 		$4.57M Sell
246,039
-36,483
-13% -$630K 0.05% 300
2023
Q3 		$4.69M Buy
282,522
+23,073
+9% +$399K 0.06% 281
2023
Q2 		$4.47M Buy
259,449
+11,664
+5% +$190K 0.07% 226
2023
Q1 		$3.95M Sell
247,785
-16,851
-6% -$263K 0.07% 257
2022
Q4 		$3.95M Buy
264,636
+2,784
+1% +$41.8K 0.08% 234
2022
Q3 		$3.67M Sell
261,852
-1,206
-0.5% -$18.8K 0.08% 207
2022
Q2 		$3.87M Sell
263,058
-70,332
-21% -$1.13M 0.08% 212
2022
Q1 		$5.93M Buy
333,390
+113,712
+52% +$2M 0.08% 225
2021
Q4 		$4.14M Buy
219,678
+14,832
+7% +$273K 0.11% 162
2021
Q3 		$3.55M Sell
204,846
-25,584
-11% -$455K 0.09% 205
2021
Q2 		$4M Sell
230,430
-2,988
-1% -$50.6K 0.14% 143
2021
Q1 		$3.76M Sell
233,418
-30,108
-11% -$475K 0.23% 88
2020
Q4 		$4M Sell
263,526
-28,140
-10% -$401K 0.27% 80
2020
Q3 		$3.87M Sell
291,666
-33,444
-10% -$440K 0.37% 61
2020
Q2 		$3.98M Sell
325,110
-51,606
-14% -$595K 0.4% 65
2020
Q1 		$3.78M Buy
376,716
+276,492
+276% +$3.35M 0.6% 44
2019
Q4 		$1.29M Sell
100,224
-5,082
-5% -$62.4K 0.4% 56
2019
Q3 		$1.25M Buy
105,306
+15,414
+17% +$182K 0.54% 47
2019
Q2 		$1.06M Sell
89,892
-23,322
-21% -$269K 0.39% 71
2019
Q1 		$1.28M Buy
113,214
+32,790
+41% +$358K 0.48% 58
2018
Q4 		$803K Buy
+80,424
New +$870K 0.49% 57

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Beacon Pointe Advisors's SCHB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 12% in Q2 2026, selling an estimated $3.23M and leaving 836,559 shares worth $24.2M. The position accounts for 0.11% of the portfolio, ranked #182.

Beacon Pointe Advisors first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.3M in Q4 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Beacon Pointe Advisors held 836,559 shares of Schwab US Broad Market ETF worth $24.2M as of Q2 2026.
  • Beacon Pointe Advisors sold 115,402 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.23M.
  • Schwab US Broad Market ETF made up 0.11% of Beacon Pointe Advisors's portfolio in Q2 2026, its #182 holding.
  • Beacon Pointe Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's Schwab US Broad Market ETF position peaked at $26.3M in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.