BPA
SCHV

Beacon Pointe Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Beacon Pointe Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118M Buy
3,873,113
+2,714,584
+234% +$84.6M 0.62% 31
2025
Q4 		$34.3M Buy
1,158,529
+8,829
+0.8% +$258K 0.24% 94
2025
Q3 		$33.5M Buy
1,149,700
+87,278
+8% +$2.48M 0.28% 74
2025
Q2 		$29.4M Buy
1,062,422
+85,679
+9% +$2.25M 0.31% 70
2025
Q1 		$26M Buy
976,743
+9,802
+1% +$263K 0.29% 76
2024
Q4 		$25.2M Sell
966,941
-21,754
-2% -$587K 0.28% 79
2024
Q3 		$26.5M Sell
988,695
-30,456
-3% -$782K 0.31% 74
2024
Q2 		$25.2M Sell
1,019,151
-47,589
-4% -$1.18M 0.3% 73
2024
Q1 		$27M Sell
1,066,740
-561
-0.1% -$13.4K 0.3% 74
2023
Q4 		$24.9M Sell
1,067,301
-100,305
-9% -$2.19M 0.3% 73
2023
Q3 		$25.1M Buy
1,167,606
+80,439
+7% +$1.81M 0.31% 76
2023
Q2 		$24.3M Buy
1,087,167
+70,356
+7% +$1.54M 0.4% 57
2023
Q1 		$22.2M Sell
1,016,811
-8,280
-0.8% -$184K 0.38% 62
2022
Q4 		$22.6M Buy
1,025,091
+23,754
+2% +$514K 0.44% 56
2022
Q3 		$19.5M Buy
1,001,337
+213,903
+27% +$4.6M 0.44% 55
2022
Q2 		$16.4M Sell
787,434
-22,929
-3% -$515K 0.35% 73
2022
Q1 		$19.3M Buy
810,363
+338,946
+72% +$8.02M 0.26% 92
2021
Q4 		$11.5M Sell
471,417
-1,377
-0.3% -$32.6K 0.3% 83
2021
Q3 		$10.6M Buy
472,794
+5,574
+1% +$129K 0.26% 98
2021
Q2 		$10.6M Sell
467,220
-9,621
-2% -$218K 0.38% 64
2021
Q1 		$10.4M Buy
476,841
+4,950
+1% +$103K 0.64% 34
2020
Q4 		$9.36M Sell
471,891
-12,369
-3% -$231K 0.64% 33
2020
Q3 		$8.43M Buy
484,260
+26,430
+6% +$462K 0.82% 28
2020
Q2 		$7.65M Buy
457,830
+418,449
+1,063% +$6.83M 0.77% 32
2020
Q1 		$579K Buy
39,381
+4,632
+13% +$84.9K 0.09% 161
2019
Q4 		$698K Buy
34,749
+5,787
+20% +$112K 0.22% 96
2019
Q3 		$547K Buy
28,962
+6,072
+27% +$114K 0.24% 97
2019
Q2 		$427K Buy
22,890
+3,783
+20% +$69.9K 0.16% 131
2019
Q1 		$351K Sell
19,107
-13,734
-42% -$244K 0.13% 138
2018
Q4 		$536K Buy
+32,841
New +$581K 0.33% 88

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Beacon Pointe Advisors's SCHV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 234% in Q1 2026, buying an estimated $84.6M and bringing the position to 3,873,113 shares worth $118M. The position accounts for 0.62% of the portfolio, ranked #31.

Beacon Pointe Advisors first reported a position in SCHV in Q4 2018 and has held it in 30 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Beacon Pointe Advisors held 3,873,113 shares of Schwab US Large-Cap Value ETF worth $118M as of Q1 2026.
  • Beacon Pointe Advisors bought 2,714,584 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $84.6M.
  • Schwab US Large-Cap Value ETF made up 0.62% of Beacon Pointe Advisors's portfolio in Q1 2026, its #31 holding.
  • Beacon Pointe Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.