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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
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q1 2026, buying an estimated $35.1M and bringing the position to 7,768,711 shares worth $199M. The position accounts for 1.05% of the portfolio, ranked #13.

Beacon Pointe Advisors first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Beacon Pointe Advisors held 7,768,711 shares of Schwab US Large- Cap ETF worth $199M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,306,884 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $35.1M.
  • Schwab US Large- Cap ETF made up 1.05% of Beacon Pointe Advisors's portfolio in Q1 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 30 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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