Congress Wealth Management’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 | $938K | Sell |
37,463
-942
| -2% | -$23.6K | 0.01% | 728 |
|
|
2025
Q1 | $953K | Buy |
38,405
+13,057
| +52% | +$324K | 0.01% | 643 |
|
|
2024
Q4 | $616K | Buy |
25,348
+414
| +2% | +$10.1K | 0.01% | 596 |
|
|
2024
Q3 | $631K | Sell |
24,934
-1,580
| -6% | -$40K | 0.01% | 594 |
|
|
2024
Q2 | $647K | Buy |
+26,514
| New | +$647K | 0.01% | 498 |
|
|
2024
Q1 | – | Sell |
-27,920
| Closed | -$694K | – | 627 |
|
|
2023
Q4 | $694K | Sell |
27,920
-4,178
| -13% | -$104K | 0.01% | 423 |
|
|
2023
Q3 | $769K | Sell |
32,098
-33,512
| -51% | -$803K | 0.02% | 403 |
|
|
2023
Q2 | $1.62M | Sell |
65,610
-4,362
| -6% | -$107K | 0.04% | 290 |
|
|
2023
Q1 | $1.76M | Sell |
69,972
-2,044
| -3% | -$51.5K | 0.04% | 280 |
|
|
2022
Q4 | $1.77M | Sell |
72,016
-6,716
| -9% | -$165K | 0.05% | 275 |
|
|
2022
Q3 | $1.94M | Sell |
78,732
-4,940
| -6% | -$121K | 0.05% | 275 |
|
|
2022
Q2 | $2.16M | Buy |
83,672
+856
| +1% | +$22.1K | 0.06% | 272 |
|
|
2022
Q1 | $2.21M | Sell |
82,816
-74
| -0.1% | -$1.97K | 0.05% | 289 |
|
|
2021
Q4 | $2.33M | Buy |
+82,890
| New | +$2.33M | 0.05% | 293 |
|