Cerity Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4M | Buy |
1,654,320
+1,636,172
| +9,016% | +$41M | 0.07% | 219 |
|
|
2025
Q1 | $451K | Sell |
18,148
-8,369
| -32% | -$208K | ﹤0.01% | 1813 |
|
|
2024
Q4 | $644K | Buy |
26,517
+14,123
| +114% | +$343K | ﹤0.01% | 1625 |
|
|
2024
Q3 | $627K | Sell |
12,394
-479
| -4% | -$24.2K | ﹤0.01% | 1648 |
|
|
2024
Q2 | $628K | Sell |
12,873
-689
| -5% | -$33.6K | ﹤0.01% | 1434 |
|
|
2024
Q1 | $665K | Buy |
+13,562
| New | +$665K | ﹤0.01% | 1464 |
|
|
2022
Q4 | – | Sell |
-4,285
| Closed | -$210K | – | 1517 |
|
|
2022
Q3 | $210K | Buy |
+4,285
| New | +$210K | ﹤0.01% | 1039 |
|