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 $25.1 Million. This represents 10.56% of its overall portfolio holdings.
Number of Shares
496,587
Previous 429,890
15.51%
Holding current value
$25.1 Million
Previous $21.1 Million
14.85%
% of portfolio
10.56%
Previous 9.62%
Shares
14 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90 Million8.79% of portfolio