BWM
BCS Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
8,331
+70
| +0.8% | +$1.76K | 0.05% | 246 |
|
|
2025
Q1 | $205K | Sell |
8,261
-901
| -10% | -$22.4K | 0.05% | 239 |
|
|
2024
Q4 | $223K | Buy |
+9,162
| New | +$223K | 0.06% | 235 |
|
|
2024
Q2 | – | Sell |
-4,474
| Closed | -$219K | – | 213 |
|
|
2024
Q1 | $219K | Buy |
4,474
+21
| +0.5% | +$1.03K | 0.07% | 222 |
|
|
2023
Q4 | $221K | Buy |
4,453
+39
| +0.9% | +$1.94K | 0.08% | 202 |
|
|
2023
Q3 | $212K | Buy |
+4,414
| New | +$212K | 0.09% | 187 |
|
|
2023
Q2 | – | Sell |
-5,343
| Closed | -$269K | – | 159 |
|
|
2023
Q1 | $269K | Buy |
5,343
+997
| +23% | +$50.2K | 0.12% | 129 |
|
|
2022
Q4 | $214K | Sell |
4,346
-65
| -1% | -$3.2K | 0.09% | 177 |
|
|
2022
Q3 | $217K | Buy |
4,411
+18
| +0.4% | +$886 | 0.1% | 168 |
|
|
2022
Q2 | $227K | Sell |
4,393
-122
| -3% | -$6.3K | 0.1% | 159 |
|
|
2022
Q1 | $240K | Sell |
4,515
-1,335
| -23% | -$71K | 0.1% | 166 |
|
|
2021
Q4 | $328K | Buy |
5,850
+966
| +20% | +$54.2K | 0.12% | 149 |
|
|
2021
Q3 | $277K | Buy |
4,884
+8
| +0.2% | +$454 | 0.12% | 145 |
|
|
2021
Q2 | $277K | Sell |
4,876
-827
| -15% | -$47K | 0.15% | 129 |
|
|
2021
Q1 | $322K | Sell |
5,703
-164
| -3% | -$9.26K | 0.15% | 113 |
|
|
2020
Q4 | $342K | Sell |
5,867
-491
| -8% | -$28.6K | 0.18% | 103 |
|
|
2020
Q3 | $373K | Hold |
6,358
| – | – | 0.21% | 88 |
|
|
2020
Q2 | $374K | Sell |
6,358
-758
| -11% | -$44.6K | 0.22% | 86 |
|
|
2020
Q1 | $418K | Buy |
7,116
+160
| +2% | +$9.4K | 0.29% | 66 |
|
|
2019
Q4 | $382K | Buy |
+6,956
| New | +$382K | 0.25% | 69 |
|