Concord Asset Management (Virginia)’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
2024
Q1
Sell
2023
Q4
$284K Buy
2023
Q3
$211K Hold
2023
Q2
$217K Sell
2023
Q1
$283K Buy
2022
Q4
Sell
2022
Q3
$900K Sell
2022
Q2
$981K Buy
2022
Q1
$943K Sell
2021
Q4
$1.83M Buy