Bell Investment 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
Q2 | $714K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.73K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $49 | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $549K | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.88M | Buy |
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|
2021
Q4 | $4.13M | Sell |
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|
2021
Q3 | $5.13M | Buy |
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