Atomi Financial Group’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
2025
Q2
$2.44M Buy
97,426
+12,764
+15% +$319K 0.09% 158
2025
Q1
$2.1M Buy
84,662
+4,716
+6% +$117K 0.1% 157
2024
Q4
$1.94M Buy
79,946
+13,838
+21% +$336K 0.1% 148
2024
Q3
$1.67M Buy
66,108
+7,242
+12% +$183K 0.1% 160
2024
Q2
$1.44M Buy
58,866
+45,754
+349% +$1.12M 0.11% 155
2024
Q1
$322K Buy
+13,112
New +$322K 0.03% 510