Beacon Pointe Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 19,700 shares of SCHR stock, worth $497,031. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,700
Previous 20,200 2.48%
Holding current value
$497,031
Previous $502,000 1.79%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$24.54 - $25.07 $12,270 - $12,535
-500 Reduced 2.48%
19,700 $493,000
Q4 2024

Feb 14, 2025
BUY
$24.19 - $50.58 $244,319 - $510,858
10,100 Added 100.0%
20,200 $490,000
Q3 2024

Nov 14, 2024
SELL
$48.4 - $50.91 $58,660 - $61,702
-1,212 Reduced 10.71%
10,100 $511,000
Q2 2024

Aug 12, 2024
SELL
$47.85 - $49.0 $31,102 - $31,850
-650 Reduced 5.43%
11,312 $551,000
Q1 2024

May 14, 2024
BUY
$48.64 - $49.88 $79,040 - $81,055
1,625 Added 15.72%
11,962 $586,000
Q4 2023

Feb 08, 2024
SELL
$47.09 - $49.87 $41,345 - $43,785
-878 Reduced 7.83%
10,337 $513,000
Q3 2023

Nov 14, 2023
BUY
$47.78 - $49.59 $63,356 - $65,756
1,326 Added 13.41%
11,215 $537,000
Q2 2023

Aug 11, 2023
BUY
$49.25 - $50.96 $147,208 - $152,319
2,989 Added 43.32%
9,889 $487,000
Q1 2023

May 12, 2023
BUY
$48.55 - $50.78 $95,497 - $99,884
1,967 Added 39.87%
6,900 $347,000
Q4 2022

Feb 14, 2023
SELL
$48.12 - $50.24 $818 - $854
-17 Reduced 0.34%
4,933 $242,000
Q3 2022

Nov 09, 2022
BUY
$48.68 - $52.54 $827 - $893
17 Added 0.34%
4,950 $244,000
Q2 2022

Aug 11, 2022
SELL
$50.08 - $52.78 $2,453 - $2,586
-49 Reduced 0.98%
4,933 $255,000
Q1 2022

May 17, 2022
SELL
$52.72 - $55.84 $18,610 - $19,711
-353 Reduced 6.62%
4,982 $265,000
Q4 2021

Feb 14, 2022
BUY
$55.82 - $56.81 $297,799 - $303,081
5,335 New
5,335 $299,000

Others Institutions Holding SCHR

# of Institutions
497
Shares Held
375M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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