BSW Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-113,150
| Closed | -$2.79M | – | 335 |
|
|
2022
Q4 | $2.79M | Buy |
+113,150
| New | +$2.79M | 0.6% | 28 |
|
|
2018
Q4 | – | Sell |
-10,114
| Closed | -$262K | – | 135 |
|
|
2018
Q3 | $262K | Buy |
10,114
+76
| +0.8% | +$1.97K | 0.1% | 93 |
|
|
2018
Q2 | $263K | Buy |
10,038
+76
| +0.8% | +$1.99K | 0.11% | 72 |
|
|
2018
Q1 | $262K | Buy |
9,962
+44
| +0.4% | +$1.16K | 0.12% | 68 |
|
|
2017
Q4 | $264K | Buy |
9,918
+274
| +3% | +$7.29K | 0.11% | 69 |
|
|
2017
Q3 | $260K | Buy |
9,644
+490
| +5% | +$13.2K | 0.11% | 66 |
|
|
2017
Q2 | $247K | Buy |
+9,154
| New | +$247K | 0.11% | 68 |
|