Atria Investments’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 | $1.12M | Sell |
44,790
-166
| -0.4% | -$4.16K | 0.01% | 974 |
|
|
2025
Q1 | $1.12M | Buy |
+44,956
| New | +$1.12M | 0.01% | 958 |
|
|
2019
Q3 | – | Sell |
-11,184
| Closed | -$312K | – | 951 |
|
|
2019
Q2 | $312K | Buy |
+11,184
| New | +$312K | 0.01% | 730 |
|
|
2019
Q1 | – | Sell |
-41,502
| Closed | -$1.1M | – | 1013 |
|
|
2018
Q4 | $1.1M | Sell |
41,502
-718
| -2% | -$19K | 0.05% | 280 |
|
|
2018
Q3 | $1.09M | Buy |
42,220
+10,438
| +33% | +$270K | 0.04% | 365 |
|
|
2018
Q2 | $832K | Sell |
31,782
-382
| -1% | -$10K | 0.04% | 415 |
|
|
2018
Q1 | $846K | Sell |
32,164
-134,784
| -81% | -$3.55M | 0.04% | 376 |
|
|
2017
Q4 | $4.45M | Buy |
166,948
+15,730
| +10% | +$419K | 0.22% | 80 |
|
|
2017
Q3 | $4.08M | Buy |
151,218
+90,224
| +148% | +$2.43M | 0.22% | 80 |
|
|
2017
Q2 | $1.65M | Buy |
60,994
+7,340
| +14% | +$198K | 0.1% | 216 |
|
|
2017
Q1 | $1.44M | Buy |
53,654
+27,158
| +102% | +$728K | 0.09% | 216 |
|
|
2016
Q4 | $707K | Buy |
+26,496
| New | +$707K | 0.05% | 283 |
|