CIBC Private Wealth Group’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 | $17.3K | Sell |
693
-4,424
| -86% | -$111K | ﹤0.01% | 2071 |
|
|
2025
Q1 | $127K | Buy |
5,117
+4,520
| +757% | +$112K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $14.5K | Buy |
597
+1
| +0.2% | +$24 | ﹤0.01% | 2158 |
|
|
2024
Q3 | $15.1K | Sell |
596
-14
| -2% | -$355 | ﹤0.01% | 2271 |
|
|
2024
Q2 | $14.9K | Sell |
610
-1,942
| -76% | -$47.5K | ﹤0.01% | 2148 |
|
|
2024
Q1 | $62K | Buy |
+2,552
| New | +$62K | ﹤0.01% | 1583 |
|