Altiora Financial Group’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 | $15.8M | Buy |
632,372
+83
| +0% | +$2.08K | 3.09% | 7 |
|
|
2025
Q1 | $15.7M | Sell |
632,289
-6,502
| -1% | -$162K | 3.34% | 7 |
|
|
2024
Q4 | $15.5M | Sell |
638,791
-41,537
| -6% | -$1.01M | 3.38% | 6 |
|
|
2024
Q3 | $17.2M | Sell |
680,328
-7,150
| -1% | -$181K | 3.81% | 6 |
|
|
2024
Q2 | $16.8M | Buy |
687,478
+260,456
| +61% | +$6.35M | 4.02% | 6 |
|
|
2024
Q1 | $10.5M | Sell |
427,022
-25,494
| -6% | -$625K | 2.84% | 9 |
|
|
2023
Q4 | $11.2M | Buy |
452,516
+290,674
| +180% | +$7.23M | 3.26% | 8 |
|
|
2023
Q3 | $3.88M | Sell |
161,842
-154,222
| -49% | -$3.7M | 1.8% | 12 |
|
|
2023
Q2 | $7.79M | Sell |
316,064
-2,392
| -0.8% | -$58.9K | 3.42% | 7 |
|
|
2023
Q1 | $8.03M | Buy |
318,456
+20,950
| +7% | +$528K | 3.7% | 6 |
|
|
2022
Q4 | $7.32M | Buy |
+297,506
| New | +$7.32M | 3.66% | 6 |
|