Advisornet Financial’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 | $54K | Sell |
2,159
-501
| -19% | -$12.5K | ﹤0.01% | 961 |
|
|
2025
Q1 | $66.1K | Buy |
2,660
+1,860
| +233% | +$46.2K | ﹤0.01% | 841 |
|
|
2024
Q4 | $19.4K | Sell |
800
-86
| -10% | -$2.09K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $22.4K | Buy |
886
+20
| +2% | +$506 | ﹤0.01% | 1155 |
|
|
2024
Q2 | $21.1K | Sell |
866
-1,230
| -59% | -$30K | ﹤0.01% | 1072 |
|
|
2024
Q1 | $51.4K | Buy |
2,096
+986
| +89% | +$24.2K | ﹤0.01% | 807 |
|
|
2023
Q4 | $27.6K | Sell |
1,110
-1,002
| -47% | -$24.9K | ﹤0.01% | 991 |
|
|
2023
Q3 | $50.6K | Buy |
2,112
+84
| +4% | +$2.01K | ﹤0.01% | 781 |
|
|
2023
Q2 | $50K | Buy |
2,028
+6
| +0.3% | +$148 | ﹤0.01% | 814 |
|
|
2023
Q1 | $51K | Buy |
2,022
+728
| +56% | +$18.4K | ﹤0.01% | 794 |
|
|
2022
Q4 | $31.9K | Sell |
1,294
-3,804
| -75% | -$93.7K | ﹤0.01% | 914 |
|
|
2022
Q3 | $125K | Buy |
5,098
+1,894
| +59% | +$46.4K | 0.01% | 605 |
|
|
2022
Q2 | $83K | Sell |
3,204
-128
| -4% | -$3.32K | 0.01% | 720 |
|
|
2022
Q1 | $89K | Buy |
3,332
+108
| +3% | +$2.89K | 0.01% | 785 |
|
|
2021
Q4 | $90K | Hold |
3,224
| – | – | 0.01% | 843 |
|
|
2021
Q3 | $91K | Buy |
3,224
+20
| +0.6% | +$565 | 0.01% | 821 |
|
|
2021
Q2 | $91K | Hold |
3,204
| – | – | 0.01% | 805 |
|
|
2021
Q1 | $90K | Sell |
3,204
-1,674
| -34% | -$47K | 0.01% | 777 |
|
|
2020
Q4 | $142K | Sell |
4,878
-20
| -0.4% | -$582 | 0.01% | 588 |
|
|
2020
Q3 | $144K | Sell |
4,898
-302,926
| -98% | -$8.91M | 0.01% | 573 |
|
|
2020
Q2 | $9.05M | Buy |
307,824
+62,178
| +25% | +$1.83M | 0.73% | 24 |
|
|
2020
Q1 | $7.22M | Buy |
245,646
+119,966
| +95% | +$3.53M | 0.67% | 29 |
|
|
2019
Q4 | $3.45M | Buy |
125,680
+33,060
| +36% | +$908K | 0.29% | 73 |
|
|
2019
Q3 | $2.57M | Buy |
92,620
+32,000
| +53% | +$889K | 0.24% | 97 |
|
|
2019
Q2 | $1.67M | Buy |
60,620
+60,594
| +233,054% | +$1.67M | 0.18% | 120 |
|
|
2019
Q1 | $1K | Sell |
26
-64
| -71% | -$2.46K | ﹤0.01% | 1532 |
|
|
2018
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 1359 |
|
|
2018
Q3 | $2K | Sell |
90
-70
| -44% | -$1.56K | ﹤0.01% | 1380 |
|
|
2018
Q2 | $4K | Buy |
160
+134
| +515% | +$3.35K | ﹤0.01% | 1320 |
|
|
2018
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1361 |
|
|
2017
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1229 |
|