CIA
Cascade Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-250
| Closed | -$12.6K | – | 198 |
|
|
2023
Q1 | $12.6K | Buy |
+250
| New | +$12.6K | 0.01% | 206 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$12.9K | – | 191 |
|
|
2022
Q2 | $12.9K | Sell |
250
-100
| -29% | -$5.16K | 0.01% | 210 |
|
|
2022
Q1 | $18.6K | Hold |
350
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $19.6K | Sell |
350
-200
| -36% | -$11.2K | 0.01% | 213 |
|
|
2021
Q3 | $31.2K | Buy |
+550
| New | +$31.2K | 0.02% | 185 |
|
|
2021
Q1 | – | Sell |
-750
| Closed | -$43.7K | – | 292 |
|
|
2020
Q4 | $43.7K | Hold |
750
| – | – | 0.03% | 170 |
|
|
2020
Q3 | $44K | Hold |
750
| – | – | 0.04% | 160 |
|
|
2020
Q2 | $44.1K | Hold |
750
| – | – | 0.04% | 148 |
|
|
2020
Q1 | $44.1K | Hold |
750
| – | – | 0.05% | 141 |
|
|
2019
Q4 | $41.2K | Hold |
750
| – | – | 0.03% | 159 |
|
|
2019
Q3 | $41.7K | Sell |
750
-100
| -12% | -$5.56K | 0.03% | 156 |
|
|
2019
Q2 | $46.7K | Buy |
+850
| New | +$46.7K | 0.04% | 143 |
|