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

Beacon Pointe Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230M	Buy	7,813,084 +44,373	+0.6%	+$1.27M	1.07%	13
2026 Q1	$199M	Buy	7,768,711 +1,306,884	+20%	+$35.1M	1.05%	13
2025 Q4	$174M	Buy	6,461,827 +465,022	+8%	+$12.4M	1.22%	12
2025 Q3	$158M	Sell	5,996,805 -46,233	-0.8%	-$1.17M	1.34%	11
2025 Q2	$148M	Buy	6,043,038 +52,341	+0.9%	+$1.18M	1.54%	10
2025 Q1	$132M	Sell	5,990,697 -194,223	-3%	-$4.52M	1.49%	10
2024 Q4	$143M	Sell	6,184,920 -212,940	-3%	-$4.96M	1.59%	9
2024 Q3	$145M	Sell	6,397,860 -477,954	-7%	-$10.4M	1.67%	8
2024 Q2	$147M	Sell	6,875,814 -95,607	-1%	-$1.98M	1.74%	7
2024 Q1	$144M	Sell	6,971,421 -23,901	-0.3%	-$471K	1.6%	8
2023 Q4	$132M	Sell	6,995,322 -189,795	-3%	-$3.33M	1.57%	7
2023 Q3	$121M	Buy	7,185,117 +384,837	+6%	+$6.75M	1.51%	8
2023 Q2	$119M	Sell	6,800,280 -508,998	-7%	-$8.4M	1.94%	6
2023 Q1	$118M	Buy	7,309,278 +263,871	+4%	+$4.15M	2.01%	5
2022 Q4	$106M	Buy	7,045,407 +71,784	+1%	+$1.09M	2.06%	7
2022 Q3	$98.5M	Buy	6,973,623 +396,741	+6%	+$6.22M	2.2%	5
2022 Q2	$97.9M	Sell	6,576,882 -316,230	-5%	-$5.12M	2.07%	5
2022 Q1	$124M	Buy	6,893,112 +4,713,630	+216%	+$83.4M	1.7%	7
2021 Q4	$41.3M	Sell	2,179,482 -63,168	-3%	-$1.17M	1.08%	16
2021 Q3	$38.9M	Sell	2,242,650 -44,928	-2%	-$801K	0.96%	19
2021 Q2	$39.6M	Sell	2,287,578 -79,908	-3%	-$1.35M	1.4%	12
2021 Q1	$37.9M	Sell	2,367,486 -20,694	-0.9%	-$324K	2.33%	9
2020 Q4	$36.2M	Buy	2,388,180 +67,020	+3%	+$959K	2.48%	7
2020 Q3	$31.2M	Buy	2,321,160 +29,448	+1%	+$391K	3.02%	5
2020 Q2	$28.3M	Buy	2,291,712 +1,487,532	+185%	+$17.3M	2.83%	4
2020 Q1	$8.21M	Buy	804,180 +677,616	+535%	+$8.23M	1.31%	19
2019 Q4	$1.62M	Buy	126,564 +20,532	+19%	+$252K	0.5%	49
2019 Q3	$1.25M	Buy	106,032 +13,434	+15%	+$158K	0.54%	46
2019 Q2	$1.08M	Buy	92,598 +16,044	+21%	+$184K	0.4%	66
2019 Q1	$861K	Sell	76,554 -9,660	-11%	-$105K	0.32%	80
2018 Q4	$857K	Buy	+86,214	New	+$925K	0.52%	53

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.57% in Q2 2026, buying an estimated $1.27M and bringing the position to 7,813,084 shares worth $230M. The position accounts for 1.07% of the portfolio, ranked #13.

Beacon Pointe Advisors first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Beacon Pointe Advisors held 7,813,084 shares of Schwab US Large- Cap ETF worth $230M as of Q2 2026.
Beacon Pointe Advisors bought 44,373 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.27M.
Schwab US Large- Cap ETF made up 1.07% of Beacon Pointe Advisors's portfolio in Q2 2026, its #13 holding.
Beacon Pointe Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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