Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
|
|||||
|
2025
Q1 | $1.02M | Buy |
|
|||||
|
2024
Q4 | $763K | Buy |
|
|||||
|
2024
Q3 | $769K | Buy |
|
|||||
|
2024
Q2 | $496K | Buy |
|
|||||
|
2024
Q1 | $487K | Sell |
|
|||||
|
2023
Q4 | $1.2M | Buy |
|
|||||
|
2023
Q3 | $813K | Sell |
|
|||||
|
2023
Q2 | $1.65M | Buy |
|
|||||
|
2023
Q1 | $1.42M | Sell |
|
|||||
|
2022
Q4 | $1.68M | Buy |
|
|||||
|
2022
Q3 | $1.22M | Buy |
|
|||||
|
2022
Q2 | $803K | Buy |
|
|||||
|
2022
Q1 | $784K | Buy |
|