Alternative Investment Advisors’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
$2.54M Sell
101,349
-275
-0.3% -$6.88K 1.26% 12
2025
Q1
$2.53M Buy
101,624
+6,253
+7% +$155K 1.34% 13
2024
Q4
$2.32M Buy
95,371
+12,073
+14% +$293K 1.21% 15
2024
Q3
$2.11M Buy
83,298
+73,750
+772% +$1.87M 1.11% 18
2024
Q2
$233K Buy
+9,548
New +$233K 0.13% 39