Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $4.65K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $99 | Hold |
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|
2023
Q1 | $101 | Hold |
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|
2022
Q4 | $98 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $74K | Sell |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | $73K | Hold |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $76K | Hold |
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|
2020
Q2 | $76K | Sell |
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|
2020
Q1 | $79K | Buy |
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|
2019
Q4 | $71K | Buy |
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