CIAS
CFS Investment Advisory Services’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 | $208K | Sell |
8,312
-442
| -5% | -$11.1K | 0.02% | 316 |
|
|
2025
Q1 | $218K | Buy |
8,754
+329
| +4% | +$8.19K | 0.02% | 296 |
|
|
2024
Q4 | $205K | Buy |
8,425
+3,216
| +62% | +$78.3K | 0.02% | 290 |
|
|
2024
Q3 | $264K | Hold |
5,209
| – | – | 0.02% | 265 |
|
|
2024
Q2 | $254K | Buy |
+5,209
| New | +$254K | 0.02% | 236 |
|
|
2023
Q3 | – | Sell |
-4,354
| Closed | -$215K | – | 234 |
|
|
2023
Q2 | $215K | Buy |
+4,354
| New | +$215K | 0.03% | 230 |
|