AG
Advocate Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
261,885
+4,266
| +2% | +$107K | 1.17% | 40 |
|
|
2025
Q1 | $6.4M | Buy |
257,619
+9,155
| +4% | +$228K | 1.17% | 40 |
|
|
2024
Q4 | $6.04M | Buy |
248,464
+134,333
| +118% | +$3.26M | 1.14% | 39 |
|
|
2024
Q3 | $5.78M | Buy |
114,131
+12,615
| +12% | +$638K | 1.05% | 41 |
|
|
2024
Q2 | $4.95M | Buy |
101,516
+1,114
| +1% | +$54.3K | 1% | 44 |
|
|
2024
Q1 | $4.92M | Buy |
100,402
+26,074
| +35% | +$1.28M | 0.98% | 46 |
|
|
2023
Q4 | $3.7M | Buy |
74,328
+46,161
| +164% | +$2.3M | 0.79% | 57 |
|
|
2023
Q3 | $1.35M | Buy |
28,167
+3,123
| +12% | +$150K | 0.31% | 73 |
|
|
2023
Q2 | $1.23M | Buy |
+25,044
| New | +$1.23M | 0.27% | 73 |
|