Asset Planning Corporation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $228K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $675K | Sell |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $729K | Buy |
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|
2021
Q2 | $706K | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $9.01M | Buy |
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