Addison Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Sell |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $3.07M | Buy |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $148 | Sell |
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|
2023
Q1 | $454 | Hold |
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|
2022
Q4 | $443 | Buy |
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