BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $87.8M | Buy |
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|
2023
Q1 | $89.3M | Buy |
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|
2022
Q4 | $81.3M | Sell |
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|
2022
Q3 | $83.2M | Buy |
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|
2022
Q2 | $59.9M | Buy |
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|
2022
Q1 | $59.2M | Buy |
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|
2021
Q4 | $61M | Sell |
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|
2021
Q3 | $65.9M | Buy |
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|
2021
Q2 | $64M | Buy |
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|
2021
Q1 | $58.6M | Buy |
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|
2020
Q4 | $51.1M | Buy |
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|
2020
Q3 | $47.5M | Buy |
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|
2020
Q2 | $40.9M | Buy |
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|
2020
Q1 | $39.5M | Sell |
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|
2019
Q4 | $40.7M | Sell |
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|
2019
Q3 | $41.4M | Sell |
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|
2019
Q2 | $41.5M | Buy |
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|
2019
Q1 | $30.8M | Buy |
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|
2018
Q4 | $29.6M | Sell |
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|
2018
Q3 | $29.5M | Buy |
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|
2018
Q2 | $29M | Buy |
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|
2018
Q1 | $28.9M | Buy |
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|
2017
Q4 | $27.3M | Buy |
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|
2017
Q3 | $25.9M | Sell |
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|
2017
Q2 | $26.3M | Buy |
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|
2017
Q1 | $25.6M | Buy |
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|
2016
Q4 | $22.7M | Buy |
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|
2016
Q3 | $23.2M | Buy |
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|
2016
Q2 | $15.9M | Buy |
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|
2016
Q1 | $6.21M | Buy |
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