Beacon Wealthcare, Inc SCHR Holdings History
Beacon Wealthcare, Inc's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2020-12-31, Beacon Wealthcare, Inc held 117,758.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $6.86 Mil. This investment constitutes 4.13% of their stock portfolio, and Beacon Wealthcare, Inc now holds 0.14% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2018Q2. And since then Beacon Wealthcare, Inc has made 4 purchases of SCHR, at an average price of $52.00, for a total of 332,435.00 shares. In addition, there have been 7 sales at an average price of $54.27 for 214,677.00 shares. Based on historical transaction data and SCHR's current price of $24.77, Beacon Wealthcare, Inc's estimated gain on his SCHR holdings is $-2.72 Mil, reflecting a -15.73% gain to date.
Beacon Wealthcare, Inc SCHR ($24.77) Holding Chart
Beacon Wealthcare, Inc SCHR ($24.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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