Beacon Wealthcare LLC Schwab Intermediate Term Us Tr Transaction History

Beacon Wealthcare LLC

  • $229 Million
  • Q2 2024

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 496,587 shares of SCHR stock, worth $24.1 Million. This represents 10.56% of its overall portfolio holdings.

Number of Shares
496,587
Previous 429,890 15.51%
Holding current value
$24.1 Million
Previous $21.1 Million 14.85%
% of portfolio
10.56%
Previous 9.62%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$48.33 - $50.24 $968,774 - $1.01 Million
-20,045 Reduced 7.55%
245,386 $12.1 Million
Q3 2022

Oct 04, 2022
SELL
N/A
-11,641 Reduced 4.2%
265,431 $13 Million
Q2 2022

Jul 01, 2022
BUY
N/A
28,748 Added 11.58%
277,072 $14.3 Million
Q1 2022

Apr 05, 2022
BUY
N/A
48,231 Added 24.1%
248,324 $13.2 Million
Q4 2021

Jan 07, 2022
BUY
N/A
61,678 Added 44.56%
200,093 $11.2 Million
Q3 2021

Oct 05, 2021
SELL
N/A
-2,192 Reduced 1.56%
138,415 $7.85 Million
Q2 2021

Jul 02, 2021
SELL
N/A
-3,000 Reduced 2.09%
140,607 $8 Million
Q1 2021

Apr 06, 2021
BUY
N/A
143,607 New
143,607 $8.1 Million

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
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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