Coppell Advisory Solutions’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
$284K Buy
+11,382
New +$284K 0.03% 304
2025
Q1
Sell
-262
Closed -$6.37K 1562
2024
Q4
$6.37K Hold
262
﹤0.01% 1265
2024
Q3
$6.64K Sell
262
-98
-27% -$2.49K ﹤0.01% 1200
2024
Q2
$8.78K Buy
+360
New +$8.78K ﹤0.01% 1050