Beacon Pointe Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1744317 NEWPORT BEACH, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$20,149,553

-$1,332,113 QoQ

Shares Held

218,376

-4.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#358

of 2,314 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $53,375,085 across 13 Capital Markets names. SCHW ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	218,376	$20,149,553
2	GS	Goldman Sachs Group Inc	18,297	$18,505,036
3	MS	Morgan Stanley	36,403	$7,609,683
4	HOOD	Robinhood Markets, Inc.	25,546	$2,561,752
5	WULF	Terawulf Inc.	76,323	$1,885,178
6	GLXY	Galaxy Digital Inc.	30,806	$842,236
7	LPLA	LPL Financial Holdings Inc.	2,135	$601,386
8	SNEX	StoneX Group Inc.	5,190	$410,010

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,149,553	218,376	-4.5%	Shares	Sole	2026-08-18
2026-03-31	$21,481,666	228,577	+58.7%	Shares	Sole	2026-05-15
2025-12-31	$14,390,836	144,038	-0.6%	Shares	Sole	2026-02-18
2025-09-30	$13,836,371	144,929	-26.4%	Shares	Sole	2025-11-14
2025-06-30	$17,969,535	196,948	-1.2%	Shares	Sole	2025-08-13
2025-03-31	$15,605,979	199,361	+2.9%	Shares	Sole	2025-05-13
2024-12-31	$14,336,995	193,717	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$12,498,414	192,847	-4.3%	Shares	Sole	2024-11-14
2024-06-30	$14,848,829	201,504	-5.3%	Shares	Sole	2024-08-12
2024-03-31	$15,394,820	212,812	-5.6%	Shares	Sole	2024-05-14
2023-12-31	$15,505,731	225,374	-21.6%	Shares	Sole	2024-02-08
2023-09-30	$15,781,444	287,458	+111.5%	Shares	Sole	2023-11-14
2023-06-30	$7,705,079	135,940	+54.2%	Shares	Sole	2023-08-14
2023-03-31	$4,617,192	88,148	+49.4%	Shares	Sole	2023-05-12
2022-12-31	$4,912,922	59,007	+10.6%	Shares	Sole	2023-02-14
2022-09-30	$3,835,917	53,373	+20.2%	Shares	Sole	2022-11-09
2022-06-30	$2,804,876	44,395	-54.3%	Shares	Sole	2022-08-11
2022-03-31	$8,194,088	97,190	+117.8%	Shares	Sole	2022-05-17
2021-12-31	$3,752,794	44,623	+104.8%	Shares	Sole	2022-02-14
2021-09-30	$1,587,329	21,792	-50.7%	Shares	Sole	2021-11-15
2021-06-30	$3,218,930	44,210	+185.7%	Shares	Sole	2021-08-17
2021-03-31	$1,008,725	15,476	-61.7%	Shares	Sole	2021-05-18
2020-12-31	$2,145,096	40,443	+140.0%	Shares	Sole	2021-02-12
2020-09-30	$610,475	16,850	-60.2%	Shares	Sole	2020-11-16
2020-06-30	$1,429,057	42,355	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.