Beacon Wealthcare Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.86M | Sell |
235,516
-35,550
| -13% | -$1.03M | 3.99% | 4 |
|
|
2020
Q3 | $7.95M | Sell |
271,066
-5,692
| -2% | -$167K | 4.97% | 4 |
|
|
2020
Q2 | $8.13M | Buy |
276,758
+3,694
| +1% | +$109K | 5.13% | 4 |
|
|
2020
Q1 | $8.03M | Sell |
273,064
-74,454
| -21% | -$2.19M | 5.7% | 3 |
|
|
2019
Q4 | $9.56M | Sell |
347,518
-9,906
| -3% | -$273K | 6.59% | 3 |
|
|
2019
Q3 | $9.93M | Sell |
357,424
-13,652
| -4% | -$379K | 7.15% | 3 |
|
|
2019
Q2 | $10.2M | Sell |
371,076
-4,438
| -1% | -$122K | 7.76% | 3 |
|
|
2019
Q1 | $10.1M | Sell |
375,514
-285,662
| -43% | -$7.68M | 8.2% | 3 |
|
|
2018
Q4 | $17.5M | Buy |
661,176
+467,758
| +242% | +$12.4M | 11.55% | 3 |
|
|
2018
Q3 | $5.01M | Buy |
193,418
+23,512
| +14% | +$609K | 4.54% | 4 |
|
|
2018
Q2 | $4.45M | Buy |
169,906
+120,778
| +246% | +$3.16M | 4.31% | 4 |
|
|
2018
Q1 | $1.29M | Buy |
49,128
+7,708
| +19% | +$203K | 1.33% | 5 |
|
|
2017
Q4 | $1.1M | Buy |
+41,420
| New | +$1.1M | 1.16% | 6 |
|