Asset Dedication LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $44K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $47K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $34K | Hold |
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|
2017
Q2 | $34K | Hold |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $1.38M | Buy |
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|
2016
Q2 | $1.33M | Sell |
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|
2016
Q1 | $1.62M | Buy |
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|
2015
Q4 | $0 | Buy |
|