BIA
Bell Investment Advisors’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 | $714K | Buy |
+28,529
| New | +$714K | 0.12% | 66 |
|
|
2024
Q3 | – | Sell |
-97
| Closed | -$4.73K | – | 1934 |
|
|
2024
Q2 | $4.73K | Buy |
+97
| New | +$4.73K | ﹤0.01% | 948 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$49 | – | 1982 |
|
|
2023
Q3 | $49 | Sell |
1
-7,072
| -100% | -$347K | ﹤0.01% | 1920 |
|
|
2023
Q2 | $349K | Sell |
7,073
-892
| -11% | -$44K | 0.08% | 66 |
|
|
2023
Q1 | $402K | Sell |
7,965
-3,194
| -29% | -$161K | 0.09% | 61 |
|
|
2022
Q4 | $549K | Sell |
11,159
-11,245
| -50% | -$554K | 0.14% | 52 |
|
|
2022
Q3 | $1.1M | Sell |
22,404
-14,026
| -39% | -$689K | 0.34% | 35 |
|
|
2022
Q2 | $1.88M | Buy |
+36,430
| New | +$1.88M | 0.58% | 26 |
|
|
2021
Q4 | $4.13M | Sell |
73,568
-16,938
| -19% | -$951K | 1.13% | 21 |
|
|
2021
Q3 | $5.13M | Buy |
+90,506
| New | +$5.13M | 1.52% | 17 |
|