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
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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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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 |
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