Buckingham Strategic Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $4.82M | Sell |
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2024
Q1 | $4.93M | Buy |
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2023
Q4 | $4.91M | Buy |
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2023
Q3 | $3.73M | Buy |
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2023
Q2 | $3.39M | Buy |
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2023
Q1 | $3.11M | Hold |
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2022
Q4 | $3.11M | Sell |
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2022
Q3 | $4.69M | Sell |
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2022
Q2 | $7.27M | Sell |
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2022
Q1 | $12.1M | Buy |
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2021
Q4 | $12.2M | Buy |
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2021
Q3 | $9.54M | Buy |
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2021
Q2 | $9.47M | Buy |
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2021
Q1 | $8.57M | Sell |
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2020
Q4 | $11.4M | Sell |
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2020
Q3 | $11.9M | Buy |
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2020
Q2 | $11.7M | Buy |
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2020
Q1 | $10.2M | Buy |
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2019
Q4 | $8.9M | Buy |
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2019
Q3 | $8.42M | Buy |
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2019
Q2 | $6.87M | Buy |
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2019
Q1 | $1.34M | Buy |
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2018
Q4 | $1M | Sell |
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2018
Q3 | $1.02M | Sell |
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2018
Q2 | $1.1M | Sell |
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2018
Q1 | $1.12M | Buy |
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2017
Q4 | $1.09M | Buy |
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2017
Q3 | $1.09M | Buy |
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2017
Q2 | $887K | Sell |
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2017
Q1 | $944K | Buy |
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2016
Q4 | $794K | Buy |
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2016
Q3 | $703K | Buy |
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2016
Q2 | $652K | Hold |
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2016
Q1 | $643K | Hold |
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2015
Q4 | $624K | Sell |
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2015
Q3 | $641K | Buy |
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2015
Q2 | $613K | Sell |
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2015
Q1 | $1.29M | Buy |
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2014
Q4 | $612K | Buy |
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