Bartlett & Co Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $213K | Buy |
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|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $697K | Buy |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $173K | Buy |
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|
2023
Q2 | $177K | Buy |
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|
2023
Q1 | $61.4K | Hold |
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|
2022
Q4 | $60K | Buy |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $43.3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $46.2K | Hold |
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|
2021
Q2 | $46.3K | Buy |
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|
2021
Q1 | $3.05K | Hold |
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|
2020
Q4 | $3.14K | Buy |
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