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

Beacon Pointe Advisors, LLC

$11.3 Billion
Q3 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 23,860 shares of SCHR stock, worth $599,124. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,860

Previous 19,700 21.12%

Holding current value

$599,124

Previous $493,000 21.5%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$24.69 - $25.26 $102,710 - $105,081	4,160 Added 21.12%	23,860 $599,000
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

515

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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