Beacon Wealthcare LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
1,175,157
+7,885
| +0.7% | +$197K | 11.09% | 3 |
|
|
2025
Q1 | $29M | Buy |
1,167,272
+55,044
| +5% | +$1.37M | 11.8% | 3 |
|
|
2024
Q4 | $27M | Buy |
1,112,228
+54,222
| +5% | +$1.32M | 10.96% | 3 |
|
|
2024
Q3 | $26.8M | Buy |
1,058,006
+64,832
| +7% | +$1.64M | 10.8% | 3 |
|
|
2024
Q2 | $24.2M | Buy |
993,174
+133,394
| +16% | +$3.25M | 10.56% | 3 |
|
|
2024
Q1 | $21.1M | Buy |
859,780
+103,746
| +14% | +$2.54M | 9.62% | 3 |
|
|
2023
Q4 | $18.8M | Buy |
756,034
+222,102
| +42% | +$5.52M | 9.04% | 3 |
|
|
2023
Q3 | $12.8M | Buy |
533,932
+10,450
| +2% | +$250K | 6.76% | 3 |
|
|
2023
Q2 | $12.9M | Buy |
523,482
+20,524
| +4% | +$506K | 6.58% | 3 |
|
|
2023
Q1 | $12.7M | Buy |
502,958
+12,186
| +2% | +$307K | 6.63% | 3 |
|
|
2022
Q4 | $12.1M | Sell |
490,772
-40,090
| -8% | -$987K | 6.78% | 3 |
|
|
2022
Q3 | $13M | Sell |
530,862
-23,282
| -4% | -$572K | 7.68% | 3 |
|
|
2022
Q2 | $14.3M | Buy |
554,144
+57,496
| +12% | +$1.48M | 7.9% | 3 |
|
|
2022
Q1 | $13.2M | Buy |
496,648
+96,462
| +24% | +$2.57M | 6.52% | 3 |
|
|
2021
Q4 | $11.2M | Buy |
400,186
+123,356
| +45% | +$3.46M | 5.11% | 4 |
|
|
2021
Q3 | $7.85M | Sell |
276,830
-4,384
| -2% | -$124K | 3.79% | 4 |
|
|
2021
Q2 | $8M | Sell |
281,214
-6,000
| -2% | -$171K | 3.96% | 4 |
|
|
2021
Q1 | $8.1M | Buy |
+287,214
| New | +$8.1M | 4.33% | 4 |
|