Apollon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-54,564
| Closed | -$1.38M | – | 1260 |
|
|
2024
Q3 | $1.38M | Buy |
54,564
+16,836
| +45% | +$426K | 0.04% | 394 |
|
|
2024
Q2 | $920K | Sell |
37,728
-1,888
| -5% | -$46K | 0.03% | 500 |
|
|
2024
Q1 | $972K | Sell |
39,616
-8,898
| -18% | -$218K | 0.03% | 484 |
|
|
2023
Q4 | $1.21M | Sell |
48,514
-6,656
| -12% | -$165K | 0.04% | 393 |
|
|
2023
Q3 | $1.32M | Buy |
+55,170
| New | +$1.32M | 0.07% | 291 |
|