Avior Wealth Management’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 | $936K | Buy |
37,397
+217
| +0.6% | +$5.43K | 0.03% | 300 |
|
|
2025
Q1 | $924K | Buy |
37,180
+148
| +0.4% | +$3.68K | 0.04% | 283 |
|
|
2024
Q4 | $900K | Buy |
37,032
+272
| +0.7% | +$6.61K | 0.03% | 303 |
|
|
2024
Q3 | $930K | Buy |
36,760
+198
| +0.5% | +$5.01K | 0.04% | 301 |
|
|
2024
Q2 | $892K | Buy |
36,562
+33,400
| +1,056% | +$814K | 0.04% | 297 |
|
|
2024
Q1 | $77.6K | Buy |
+3,162
| New | +$77.6K | ﹤0.01% | 1057 |
|