Aptus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $159K | Buy |
|
|||||
|
2025
Q2 | $69.7K | Sell |
|
|||||
|
2025
Q1 | $105K | Sell |
|
|||||
|
2024
Q4 | $171K | Buy |
|
|||||
|
2024
Q3 | $29.6K | Sell |
|
|||||
|
2024
Q2 | $63.6K | Buy |
|
|||||
|
2024
Q1 | $12K | Buy |
|
|||||
|
2023
Q4 | $249 | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $640 | Hold |
|
|||||
|
2022
Q3 | $1K | Buy |
|
|||||
|
2022
Q2 | $1K | Hold |
|
|||||
|
2022
Q1 | $1K | Buy |
|