Acropolis Investment Management’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 | $209K | Buy |
8,344
+220
| +3% | +$5.51K | 0.01% | 235 |
|
2025
Q1 | $202K | Hold |
8,124
| – | – | 0.01% | 226 |
|
2024
Q4 | $197K | Hold |
8,124
| – | – | 0.01% | 233 |
|
2024
Q3 | $206K | Hold |
8,124
| – | – | 0.01% | 219 |
|
2024
Q2 | $198K | Hold |
8,124
| – | – | 0.01% | 220 |
|
2024
Q1 | $199K | Hold |
8,124
| – | – | 0.01% | 223 |
|
2023
Q4 | $202K | Buy |
8,124
+1,440
| +22% | +$35.8K | 0.01% | 217 |
|
2023
Q3 | $160K | Sell |
6,684
-14,600
| -69% | -$350K | 0.01% | 229 |
|
2023
Q2 | $524K | Hold |
21,284
| – | – | 0.04% | 134 |
|
2023
Q1 | $537K | Buy |
21,284
+684
| +3% | +$17.2K | 0.04% | 132 |
|
2022
Q4 | $507K | Buy |
+20,600
| New | +$507K | 0.05% | 124 |
|