Ballast Advisors’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
Q3 | $1.16K | Hold |
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|
2025
Q2 | $1.15K | Hold |
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2025
Q1 | $1.14K | Hold |
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|
2024
Q4 | $1.12K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $13.7K | Buy |
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|
2023
Q1 | $9.98K | Hold |
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|
2022
Q4 | $9.75K | Hold |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | $8K | Sell |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Buy |
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|
2021
Q1 | $8K | Sell |
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|
2020
Q4 | $9K | Sell |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $10K | Sell |
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|
2019
Q4 | $10K | Buy |
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