Beacon Pointe Advisors, LLC's ownership history for SCHW

Beacon Pointe Advisors, LLC currently holds 144.9K shares with a market value of $13.8M. It started holding SCHW on 2024-09-30. At its peak, it held 199.4K shares on 2025-03-31. Its highest holding value was $18.0M on 2025-06-30. At its lowest, it held 144.9K shares on 2025-09-30, with a value of $12.5M on 2024-09-30. In the recent 180 days, Beacon Pointe Advisors, LLC has decreased its shares by 54.4K. In the recent year, Beacon Pointe Advisors, LLC has decreased its shares by 47.9K.