Certified Advisory Corp’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 | $251K | Buy |
10,011
+10
| +0.1% | +$250 | 0.03% | 277 |
|
|
2025
Q1 | $249K | Hold |
10,001
| – | – | 0.03% | 261 |
|
|
2024
Q4 | $243K | Buy |
10,001
+1,833
| +22% | +$44.5K | 0.03% | 264 |
|
|
2024
Q3 | $207K | Buy |
+8,168
| New | +$207K | 0.02% | 286 |
|
|
2021
Q2 | – | Sell |
-1,602
| Closed | -$45K | – | 631 |
|
|
2021
Q1 | $45K | Buy |
+1,602
| New | +$45K | 0.01% | 369 |
|
|
2020
Q2 | $22K | Buy |
764
+4
| +0.5% | +$115 | 0.01% | 426 |
|
|
2020
Q1 | $22K | Buy |
760
+742
| +4,122% | +$21.5K | 0.01% | 399 |
|
|
2019
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 841 |
|