Ausdal Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.15M | Buy |
166,541
+14,166
| +9% | +$355K | 0.19% | 136 |
|
|
2025
Q4 | $3.82M | Buy |
152,375
+18,374
| +14% | +$462K | 0.18% | 143 |
|
|
2025
Q3 | $3.37M | Buy |
134,001
+14,562
| +12% | +$364K | 0.16% | 149 |
|
|
2025
Q2 | $2.99M | Sell |
119,439
-15,375
| -11% | -$381K | 0.2% | 120 |
|
|
2025
Q1 | $3.35M | Buy |
134,814
+11,472
| +9% | +$281K | 0.25% | 96 |
|
|
2024
Q4 | $3M | Buy |
123,342
+27,374
| +29% | +$674K | 0.26% | 95 |
|
|
2024
Q3 | $2.43M | Buy |
95,968
+6,442
| +7% | +$161K | 0.25% | 94 |
|
|
2024
Q2 | $2.18M | Buy |
89,526
+7,616
| +9% | +$184K | 0.23% | 100 |
|
|
2024
Q1 | $2.01M | Buy |
81,910
+4,050
| +5% | +$99.6K | 0.23% | 104 |
|
|
2023
Q4 | $1.94M | Sell |
77,860
-4,320
| -5% | -$104K | 0.24% | 101 |
|
|
2023
Q3 | $1.97M | Sell |
82,180
-7,060
| -8% | -$172K | 0.27% | 93 |
|
|
2023
Q2 | $2.2M | Sell |
89,240
-2,912
| -3% | -$73K | 0.3% | 84 |
|
|
2023
Q1 | $2.32M | Sell |
92,152
-5,362
| -5% | -$134K | 0.32% | 75 |
|
|
2022
Q4 | $2.4M | Sell |
97,514
-4,900
| -5% | -$121K | 0.35% | 70 |
|
|
2022
Q3 | $2.52M | Sell |
102,414
-7,780
| -7% | -$199K | 0.4% | 64 |
|
|
2022
Q2 | $2.84M | Sell |
110,194
-4,938
| -4% | -$128K | 0.43% | 71 |
|
|
2022
Q1 | $3.06M | Sell |
115,132
-3,708
| -3% | -$101K | 0.42% | 61 |
|
|
2021
Q4 | $3.34M | Buy |
118,840
+8,098
| +7% | +$228K | 0.45% | 59 |
|
|
2021
Q3 | $3.14M | Buy |
110,742
+5,392
| +5% | +$154K | 0.47% | 53 |
|
|
2021
Q2 | $3M | Buy |
105,350
+5,354
| +5% | +$152K | 0.45% | 63 |
|
|
2021
Q1 | $2.82M | Buy |
99,996
+30,668
| +44% | +$880K | 0.48% | 56 |
|
|
2020
Q4 | $2.02M | Buy |
69,328
+12,924
| +23% | +$377K | 0.39% | 68 |
|
|
2020
Q3 | $1.66M | Buy |
56,404
+36,850
| +188% | +$1.08M | 0.4% | 69 |
|
|
2020
Q2 | $575K | Buy |
19,554
+9,694
| +98% | +$284K | 0.19% | 128 |
|
|
2020
Q1 | $290K | Buy |
9,860
+996
| +11% | +$28.1K | 0.1% | 197 |
|
|
2019
Q4 | $248K | Buy |
8,864
+1,320
| +17% | +$36.5K | 0.07% | 270 |
|
|
2019
Q3 | $210K | Buy |
7,544
+30
| +0.4% | +$830 | 0.07% | 279 |
|
|
2019
Q2 | $206K | Buy |
7,514
+60
| +0.8% | +$1.62K | 0.08% | 271 |
|
|
2019
Q1 | $200K | Buy |
+7,454
| New | +$198K | 0.08% | 254 |
|
|
2018
Q3 | – | Sell |
-8,144
| Closed | -$213K | – | 439 |
|
|
2018
Q2 | $213K | Buy |
8,144
+16
| +0.2% | +$417 | 0.07% | 355 |
|
|
2018
Q1 | $214K | Sell |
8,128
-64
| -0.8% | -$1.68K | 0.07% | 313 |
|
|
2017
Q4 | $218K | Buy |
8,192
+774
| +10% | +$20.8K | 0.08% | 317 |
|
|
2017
Q3 | $200K | Buy |
+7,418
| New | +$201K | 0.08% | 312 |
|
Other funds holding SCHR
ETC
CWA
MFT