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Schwab Strategic Tr intrm trm shares owned by Beacon Wealthcare

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Beacon Wealthcare from 13F filings

Historical chart of Beacon Wealthcare investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Beacon Wealthcare consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Beacon Wealthcare

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 529k 50.60
2024-06-30 $24M 497k 48.77
2024-03-31 $21M 430k 49.05
2023-12-31 $19M 378k 49.72
2023-09-30 $13M 267k 47.94
2023-06-30 $13M 262k 49.28
2023-03-31 $13M 252k 50.43
2022-12-31 $12M 245k 49.23
2022-09-30 $13M 265k 49.14
2022-06-30 $14M 277k 51.60
2022-03-31 $13M 248k 53.25
2021-12-31 $11M 200k 56.14
2021-09-30 $7.8M 138k 56.71
2021-06-30 $8.0M 141k 56.87
2021-03-31 $8.1M 144k 56.41