AWS
AJ Wealth Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-45,028
| Closed | -$2.47M | – | 192 |
|
|
2019
Q4 | $2.47M | Hold |
45,028
| – | – | 0.29% | 34 |
|
|
2019
Q3 | $2.5M | Buy |
+45,028
| New | +$2.5M | 0.33% | 32 |
|
|
2018
Q1 | – | Sell |
-7,772
| Closed | -$414K | – | 98 |
|
|
2017
Q4 | $414K | Hold |
7,772
| – | – | 0.1% | 68 |
|
|
2017
Q3 | $419K | Hold |
7,772
| – | – | 0.14% | 57 |
|
|
2017
Q2 | $419K | Sell |
7,772
-5,734
| -42% | -$309K | 0.16% | 51 |
|
|
2017
Q1 | $724K | Buy |
13,506
+1,289
| +11% | +$69.1K | 0.32% | 46 |
|
|
2016
Q4 | $652K | Buy |
+12,217
| New | +$652K | 0.34% | 44 |
|