Beacon Pointe Advisors’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 | $600K | Buy |
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|
2025
Q2 | $493K | Sell |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $491K | Hold |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $552K | Sell |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $514K | Sell |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $299K | Buy |
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