Cetera Investment Advisers’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 | $16M | Buy |
640,429
+36,239
| +6% | +$907K | 0.03% | 603 |
|
2025
Q1 | $15M | Buy |
604,190
+13,153
| +2% | +$327K | 0.03% | 571 |
|
2024
Q4 | $14.4M | Buy |
591,037
+30,393
| +5% | +$738K | 0.03% | 543 |
|
2024
Q3 | $14.2M | Buy |
560,644
+34,604
| +7% | +$875K | 0.03% | 545 |
|
2024
Q2 | $12.8M | Buy |
526,040
+4,966
| +1% | +$121K | 0.03% | 570 |
|
2024
Q1 | $12.8M | Buy |
521,074
+404,800
| +348% | +$9.93M | 0.03% | 574 |
|
2023
Q4 | $2.89M | Buy |
116,274
+53,422
| +85% | +$1.33M | 0.02% | 640 |
|
2023
Q3 | $1.51M | Buy |
62,852
+16,140
| +35% | +$387K | 0.01% | 865 |
|
2023
Q2 | $1.15M | Buy |
46,712
+4,344
| +10% | +$107K | 0.01% | 1001 |
|
2023
Q1 | $1.07M | Sell |
42,368
-16,494
| -28% | -$416K | 0.01% | 999 |
|
2022
Q4 | $1.45M | Buy |
+58,862
| New | +$1.45M | 0.01% | 830 |
|