Beacon Capital Management, LLC Schwab Intermediate Term Us Tr Transaction History

Beacon Capital Management, LLC

$486 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	SELL	$48.55 - $50.78 $4,806 - $5,027	-99 Reduced 81.15%	23 $1,000
Q4 2022 Jan 27, 2023	BUY	$48.33 - $50.24 $5,896 - $6,129	122 New	122 $0

Others Institutions Holding SCHR

# of Institutions

381

Shares Held

142M

Call Options Held

3.1K

Put Options Held

4.5K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

81M
Shares

$3.96 Billion
5.46% of portfolio
Royal Bank Of Canada Toronto, A6

11.6M
Shares

$569 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.35M
Shares

$213 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.6M
Shares

$176 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

2.31M
Shares

$113 Million
0.02% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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