Caldwell Sutter Capital’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
Q2 | – | Sell |
-22
| Closed | -$547 | – | 893 |
|
2025
Q1 | $547 | Hold |
22
| – | – | ﹤0.01% | 830 |
|
2024
Q4 | $534 | Hold |
22
| – | – | ﹤0.01% | 848 |
|
2024
Q3 | $557 | Hold |
22
| – | – | ﹤0.01% | 852 |
|
2024
Q2 | $536 | Hold |
22
| – | – | ﹤0.01% | 861 |
|
2024
Q1 | $540 | Hold |
22
| – | – | ﹤0.01% | 858 |
|
2023
Q4 | $547 | Buy |
+22
| New | +$547 | ﹤0.01% | 876 |
|