Historical shareholding details of Beacon Pointe Advisors, LLC holdings in Charles Schwab Corp. (SCHW)

Monthly changes of Beacon Pointe Advisors, LLC shareholding in Charles Schwab Corp. over the previous months

Month Name Total no. shares held Percent Holding
Dec 31, 2024 Beacon Pointe Advisors, Llc 193,717 0.01%
Sep 30, 2024 Beacon Pointe Advisors, Llc 192,847 0.01%
Jun 30, 2024 Beacon Pointe Advisors, Llc 201,504 0.01%
Mar 31, 2024 Beacon Pointe Advisors, Llc 212,812 0.01%
Dec 31, 2023 Beacon Pointe Advisors, Llc 225,374 0.01%
Sep 30, 2023 Beacon Pointe Advisors, Llc 287,458 0.02%
Jun 30, 2023 Beacon Pointe Advisors, Llc 135,940 0.01%
Mar 31, 2023 Beacon Pointe Advisors, Llc 88,148 0.00%
Dec 31, 2022 Beacon Pointe Advisors, Llc 59,007 0.00%

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