Advisornet Financial’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
Q3 | $61.6K | Buy |
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|
2025
Q2 | $54K | Sell |
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|
2025
Q1 | $66.1K | Buy |
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|
2024
Q4 | $19.4K | Sell |
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|
2024
Q3 | $22.4K | Buy |
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|
2024
Q2 | $21.1K | Sell |
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|
2024
Q1 | $51.4K | Buy |
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|
2023
Q4 | $27.6K | Sell |
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|
2023
Q3 | $50.6K | Buy |
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|
2023
Q2 | $50K | Buy |
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|
2023
Q1 | $51K | Buy |
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|
2022
Q4 | $31.9K | Sell |
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|
2022
Q3 | $125K | Buy |
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|
2022
Q2 | $83K | Sell |
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|
2022
Q1 | $89K | Buy |
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|
2021
Q4 | $90K | Hold |
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|
2021
Q3 | $91K | Buy |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $90K | Sell |
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|
2020
Q4 | $142K | Sell |
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|
2020
Q3 | $144K | Sell |
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|
2020
Q2 | $9.05M | Buy |
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|
2020
Q1 | $7.22M | Buy |
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|
2019
Q4 | $3.45M | Buy |
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|
2019
Q3 | $2.57M | Buy |
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|
2019
Q2 | $1.67M | Buy |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Sell |
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|
2018
Q2 | $4K | Buy |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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