Atria Wealth Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
26,365
-14,857
| -36% | -$370K | 0.01% | 805 |
|
|
2025
Q1 | $1.02M | Buy |
41,222
+9,818
| +31% | +$244K | 0.01% | 880 |
|
|
2024
Q4 | $763K | Buy |
31,404
+1,024
| +3% | +$24.9K | 0.01% | 1029 |
|
|
2024
Q3 | $769K | Buy |
30,380
+10,038
| +49% | +$254K | 0.01% | 1027 |
|
|
2024
Q2 | $496K | Buy |
20,342
+474
| +2% | +$11.6K | 0.01% | 1230 |
|
|
2024
Q1 | $487K | Sell |
19,868
-28,466
| -59% | -$698K | 0.01% | 1276 |
|
|
2023
Q4 | $1.2M | Buy |
48,334
+14,432
| +43% | +$359K | 0.02% | 783 |
|
|
2023
Q3 | $813K | Sell |
33,902
-33,102
| -49% | -$793K | 0.01% | 905 |
|
|
2023
Q2 | $1.65M | Buy |
67,004
+10,776
| +19% | +$266K | 0.02% | 638 |
|
|
2023
Q1 | $1.42M | Sell |
56,228
-12,126
| -18% | -$306K | 0.02% | 669 |
|
|
2022
Q4 | $1.68M | Buy |
68,354
+18,558
| +37% | +$457K | 0.03% | 576 |
|
|
2022
Q3 | $1.22M | Buy |
49,796
+18,656
| +60% | +$458K | 0.02% | 647 |
|
|
2022
Q2 | $803K | Buy |
31,140
+1,676
| +6% | +$43.2K | 0.02% | 768 |
|
|
2022
Q1 | $784K | Buy |
+29,464
| New | +$784K | 0.01% | 827 |
|