Barden Capital 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 | $2.2M | Sell |
87,934
-3,591
| -4% | -$89.9K | 1.93% | 16 |
|
|
2025
Q1 | $2.28M | Buy |
91,525
+2,381
| +3% | +$59.2K | 2.02% | 16 |
|
|
2024
Q4 | $2.17M | Buy |
89,144
+6,162
| +7% | +$150K | 1.86% | 18 |
|
|
2024
Q3 | $2.1M | Buy |
82,982
+8,284
| +11% | +$210K | 1.85% | 18 |
|
|
2024
Q2 | $1.82M | Buy |
74,698
+3,528
| +5% | +$86K | 1.72% | 19 |
|
|
2024
Q1 | $1.75M | Sell |
71,170
-13,728
| -16% | -$337K | 1.69% | 21 |
|
|
2023
Q4 | $2.04M | Hold |
84,898
| – | – | 1.66% | 20 |
|
|
2023
Q3 | $2.04M | Buy |
84,898
+21,800
| +35% | +$523K | 1.98% | 13 |
|
|
2023
Q2 | $1.55M | Sell |
63,098
-22,250
| -26% | -$548K | 1.71% | 16 |
|
|
2023
Q1 | $2.15M | Sell |
85,348
-27,910
| -25% | -$704K | 2.06% | 10 |
|
|
2022
Q4 | $2.79M | Buy |
113,258
+4,296
| +4% | +$106K | 2.86% | 7 |
|
|
2022
Q3 | $2.68M | Sell |
108,962
-1,898
| -2% | -$46.6K | 3.12% | 7 |
|
|
2022
Q2 | $2.86M | Buy |
110,860
+14,048
| +15% | +$362K | 3.1% | 8 |
|
|
2022
Q1 | $2.58M | Buy |
96,812
+13,480
| +16% | +$359K | 2.53% | 9 |
|
|
2021
Q4 | $2.34M | Buy |
+83,332
| New | +$2.34M | 2.23% | 11 |
|