Caitlin John’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,224
| Closed | -$151K | – | 650 |
|
|
2024
Q4 | $151K | Sell |
6,224
-6,224
| -50% | -$151K | 0.1% | 140 |
|
|
2024
Q3 | $152K | Buy |
12,448
+6,224
| +100% | +$75.9K | 0.09% | 144 |
|
|
2024
Q2 | $152K | Hold |
6,224
| – | – | 0.11% | 132 |
|
|
2024
Q1 | $153K | Hold |
6,224
| – | – | 0.11% | 126 |
|
|
2023
Q4 | $155K | Buy |
+6,224
| New | +$155K | 0.13% | 122 |
|