Clearstead Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6M | Sell |
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|
2025
Q1 | $39.8M | Buy |
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|
2024
Q4 | $35.1M | Buy |
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|
2024
Q3 | $34.6M | Buy |
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|
2024
Q2 | $30.7M | Buy |
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|
2024
Q1 | $29.8M | Buy |
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|
2023
Q4 | $25.3M | Buy |
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|
2023
Q3 | $22.1M | Buy |
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|
2023
Q2 | $10.6M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $7K | Buy |
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