Cetera Advisor Networks’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.82M | Buy |
74,026
+11,494
| +18% | +$282K | 0.01% | 1077 |
|
|
2023
Q4 | $1.55M | Buy |
62,532
+14,410
| +30% | +$358K | 0.01% | 1101 |
|
|
2023
Q3 | $1.15M | Buy |
48,122
+23,640
| +97% | +$567K | 0.01% | 1183 |
|
|
2023
Q2 | $603K | Buy |
24,482
+2,312
| +10% | +$57K | ﹤0.01% | 1589 |
|
|
2023
Q1 | $559K | Buy |
22,170
+1,150
| +5% | +$29K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $517K | Buy |
+21,020
| New | +$517K | ﹤0.01% | 1623 |
|
|
2020
Q3 | – | Sell |
-1,372
| Closed | -$40K | – | 2702 |
|
|
2020
Q2 | $40K | Buy |
+1,372
| New | +$40K | ﹤0.01% | 2035 |
|