Ausdal Financial Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ausdal Financial Partners’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.99M	Sell	119,439 -15,375	-11%	-$385K	0.2%	120
2025 Q1	$3.35M	Buy	134,814 +11,472	+9%	+$285K	0.25%	96
2024 Q4	$3M	Buy	123,342 +27,374	+29%	+$665K	0.26%	95
2024 Q3	$2.43M	Buy	95,968 +6,442	+7%	+$163K	0.25%	94
2024 Q2	$2.18M	Buy	89,526 +7,616	+9%	+$186K	0.23%	100
2024 Q1	$2.01M	Buy	81,910 +4,050	+5%	+$99.3K	0.23%	104
2023 Q4	$1.94M	Sell	77,860 -4,320	-5%	-$107K	0.24%	101
2023 Q3	$1.97M	Sell	82,180 -7,060	-8%	-$169K	0.27%	93
2023 Q2	$2.2M	Sell	89,240 -2,912	-3%	-$71.8K	0.3%	83
2023 Q1	$2.32M	Sell	92,152 -5,362	-5%	-$135K	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%	-$191K	0.4%	64
2022 Q2	$2.84M	Sell	110,194 -4,938	-4%	-$127K	0.43%	71
2022 Q1	$3.07M	Sell	115,132 -3,708	-3%	-$98.7K	0.42%	61
2021 Q4	$3.34M	Buy	118,840 +8,098	+7%	+$227K	0.45%	57
2021 Q3	$3.14M	Buy	110,742 +5,392	+5%	+$153K	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%	+$865K	0.48%	56
2020 Q4	$2.02M	Buy	69,328 +12,924	+23%	+$376K	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%	+$285K	0.19%	128
2020 Q1	$290K	Buy	9,860 +996	+11%	+$29.3K	0.1%	197
2019 Q4	$248K	Buy	8,864 +1,320	+17%	+$36.9K	0.07%	270
2019 Q3	$210K	Buy	7,544 +30	+0.4%	+$835	0.07%	279
2019 Q2	$206K	Buy	7,514 +60	+0.8%	+$1.65K	0.08%	271
2019 Q1	$200K	Buy	+7,454	New	+$200K	0.08%	254
2018 Q3	–	Sell	-8,144	Closed	-$213K	–	437
2018 Q2	$213K	Buy	8,144 +16	+0.2%	+$418	0.07%	355
2018 Q1	$214K	Sell	8,128 -64	-0.8%	-$1.69K	0.07%	313
2017 Q4	$218K	Buy	8,192 +774	+10%	+$20.6K	0.08%	317
2017 Q3	$200K	Buy	+7,418	New	+$200K	0.08%	312