Beacon Wealthcare LLC Schwab Intermediate Term Us Tr Transaction History

Beacon Wealthcare LLC

$288 Million
Q4 2025

A detailed history of Beacon Wealthcare LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Beacon Wealthcare LLC holds 1,345,645 shares of SCHR stock, worth $33.8 Million. This represents 11.72% of its overall portfolio holdings.

Number of Shares

1,345,645

Previous 1,270,563 5.91%

Holding current value

$33.8 Million

Previous $32 Million 5.49%

% of portfolio

11.72%

Previous 11.33%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	BUY	$25.03 - $25.34 $1.88 Million - $1.9 Million	75,082 Added 5.91%	1,345,645 $33.8 Million
Q3 2025 Oct 01, 2025	BUY	$24.69 - $25.26 $2.36 Million - $2.41 Million	95,406 Added 8.12%	1,270,563 $32 Million
Q2 2025 Jul 08, 2025	BUY	$24.54 - $25.07 $193,497 - $197,676	7,885 Added 0.68%	1,175,157 $29.4 Million
Q1 2025 Apr 02, 2025	BUY	$24.05 - $24.86 $1.32 Million - $1.37 Million	55,044 Added 4.95%	1,167,272 $29 Million
Q4 2024 Jan 03, 2025	BUY	$24.19 - $50.58 $14.1 Million - $29.5 Million	583,225 Added 110.25%	1,112,228 $27 Million

Q3 2024 Oct 08, 2024	BUY	$48.4 - $50.91 $1.57 Million - $1.65 Million	32,416 Added 6.53%	529,003 $26.8 Million
Q2 2024 Jul 03, 2024	BUY	$47.85 - $49.0 $3.19 Million - $3.27 Million	66,697 Added 15.51%	496,587 $24.2 Million
Q1 2024 Apr 12, 2024	BUY	$48.64 - $49.88 $2.52 Million - $2.59 Million	51,873 Added 13.72%	429,890 $21.1 Million
Q4 2023 Jan 05, 2024	BUY	$47.09 - $49.87 $5.23 Million - $5.54 Million	111,051 Added 41.6%	378,017 $18.8 Million
Q3 2023 Oct 10, 2023	BUY	$47.78 - $49.59 $249,650 - $259,107	5,225 Added 2.0%	266,966 $12.8 Million
Q2 2023 Jul 11, 2023	BUY	$49.25 - $50.96 $505,403 - $522,951	10,262 Added 4.08%	261,741 $12.9 Million
Q1 2023 Apr 06, 2023	BUY	$48.55 - $50.78 $295,815 - $309,402	6,093 Added 2.48%	251,479 $12.7 Million
Q4 2022 Feb 10, 2023	SELL	$48.12 - $50.24 $964,565 - $1.01 Million	-20,045 Reduced 7.55%	245,386 $12.1 Million
Q3 2022 Oct 04, 2022	SELL	$48.68 - $52.54 $566,683 - $611,618	-11,641 Reduced 4.2%	265,431 $13 Million
Q2 2022 Jul 01, 2022	BUY	$50.08 - $52.78 $1.44 Million - $1.52 Million	28,748 Added 11.58%	277,072 $14.3 Million
Q1 2022 Apr 05, 2022	BUY	$52.72 - $55.84 $2.54 Million - $2.69 Million	48,231 Added 24.1%	248,324 $13.2 Million
Q4 2021 Jan 07, 2022	BUY	$55.82 - $56.81 $3.44 Million - $3.5 Million	61,678 Added 44.56%	200,093 $11.2 Million
Q3 2021 Oct 05, 2021	SELL	$56.59 - $57.62 $124,045 - $126,303	-2,192 Reduced 1.56%	138,415 $7.85 Million
Q2 2021 Jul 02, 2021	SELL	$56.38 - $57.16 $169,140 - $171,480	-3,000 Reduced 2.09%	140,607 $8 Million
Q1 2021 Apr 06, 2021	BUY	$56.41 - $58.25 $8.1 Million - $8.37 Million	143,607 New	143,607 $8.1 Million

Others Institutions Holding SCHR

# of Institutions

516

Shares Held

386M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Beacon Wealthcare LLC Schwab Intermediate Term Us Tr Transaction History