Certified Advisory Corp’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
Q3
$252K Hold
2025
Q2
$251K Buy
2025
Q1
$249K Hold
2024
Q4
$243K Buy
2024
Q3
$207K Buy
2021
Q2
Sell
2021
Q1
$45K Buy
2020
Q2
$22K Buy
2020
Q1
$22K Buy
2019
Q4
$0 Buy