Apriem Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $91K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $119K | Sell |
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|
2016
Q4 | $129K | Sell |
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|
2016
Q3 | $13.1M | Buy |
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|
2016
Q2 | $11.7M | Buy |
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|
2016
Q1 | $9.65M | Buy |
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|
2015
Q4 | $284K | Sell |
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|
2015
Q3 | $12.6M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Buy |
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