CW
Code Waechter’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 | $5.32M | Buy |
212,581
+3,017
| +1% | +$75.5K | 3.79% | 6 |
|
2025
Q1 | $5.21M | Sell |
209,564
-18,679
| -8% | -$464K | 4.28% | 5 |
|
2024
Q4 | $5.54M | Buy |
228,243
+115,422
| +102% | +$2.8M | 4.84% | 4 |
|
2024
Q3 | $5.71M | Buy |
+112,821
| New | +$5.71M | 5.44% | 3 |
|