Cornerstone Wealth Advisors’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
Q3 | $91.9M | Buy |
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|
2025
Q2 | $86.9M | Buy |
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|
2025
Q1 | $85.1M | Buy |
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|
2024
Q4 | $80.3M | Buy |
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|
2024
Q3 | $79.4M | Buy |
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|
2024
Q2 | $44.7M | Buy |
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|
2024
Q1 | $43.4M | Buy |
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|
2023
Q4 | $41.6M | Buy |
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|
2023
Q3 | $34.5M | Buy |
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|
2023
Q2 | $33.3M | Buy |
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|
2023
Q1 | $30.7M | Buy |
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|
2022
Q4 | $28.8M | Sell |
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|
2022
Q3 | $29.6M | Buy |
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|
2022
Q2 | $27M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.61M | Buy |
|