Abacus Planning Group’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
Q1 | – | Sell |
-8,422
| Closed | -$231K | – | 179 |
|
|
2019
Q4 | $231K | Hold |
8,422
| – | – | 0.11% | 145 |
|
|
2019
Q3 | $234K | Hold |
8,422
| – | – | 0.12% | 141 |
|
|
2019
Q2 | $231K | Hold |
8,422
| – | – | 0.14% | 135 |
|
|
2019
Q1 | $226K | Hold |
8,422
| – | – | 0.14% | 131 |
|
|
2018
Q4 | $223K | Sell |
8,422
-1,632
| -16% | -$43.2K | 0.17% | 124 |
|
|
2018
Q3 | $260K | Buy |
+10,054
| New | +$260K | 0.17% | 119 |
|