Avantax Advisory Services’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 | $804K | Buy |
32,128
+1,611
| +5% | +$40.3K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $759K | Sell |
30,517
-649
| -2% | -$16.1K | ﹤0.01% | 1241 |
|
|
2024
Q4 | $757K | Buy |
31,166
+4,050
| +15% | +$98.4K | ﹤0.01% | 1191 |
|
|
2024
Q3 | $686K | Buy |
27,116
+76
| +0.3% | +$1.92K | ﹤0.01% | 1222 |
|
|
2024
Q2 | $659K | Buy |
27,040
+3,760
| +16% | +$91.7K | ﹤0.01% | 1198 |
|
|
2024
Q1 | $571K | Buy |
23,280
+8,348
| +56% | +$205K | 0.01% | 974 |
|
|
2023
Q4 | $371K | Buy |
+14,932
| New | +$371K | ﹤0.01% | 1127 |
|