BCS 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
Q2 | $209K | Buy |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $223K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $322K | Sell |
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|
2020
Q4 | $342K | Sell |
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|
2020
Q3 | $373K | Hold |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $382K | Buy |
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