Congress Wealth Management’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 | $938K | Sell |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $616K | Buy |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $647K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $694K | Sell |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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