Barrett Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $451K | Hold |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $479K | Sell |
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|
2020
Q3 | $658K | Buy |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $289K | Hold |
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|
2019
Q4 | $271K | Hold |
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|
2019
Q3 | $274K | Buy |
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|
2019
Q2 | $265K | Buy |
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|
2019
Q1 | $27K | Buy |
|