Creative Planning’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 | $28.1M | Buy |
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|
2025
Q2 | $26.5M | Sell |
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|
2025
Q1 | $28M | Sell |
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|
2024
Q4 | $29.8M | Sell |
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|
2024
Q3 | $35.6M | Sell |
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|
2024
Q2 | $39.6M | Sell |
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|
2024
Q1 | $63.2M | Sell |
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|
2023
Q4 | $78.8M | Sell |
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|
2023
Q3 | $77M | Buy |
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|
2023
Q2 | $17.7M | Sell |
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|
2023
Q1 | $18.4M | Buy |
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|
2022
Q4 | $8.71M | Sell |
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|
2022
Q3 | $9.02M | Sell |
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|
2022
Q2 | $10.5M | Sell |
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|
2022
Q1 | $13M | Sell |
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|
2021
Q4 | $18.2M | Sell |
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|
2021
Q3 | $21.3M | Buy |
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|
2021
Q2 | $20M | Sell |
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|
2021
Q1 | $21.7M | Sell |
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|
2020
Q4 | $24.1M | Buy |
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $658K | Buy |
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|
2020
Q1 | $601K | Buy |
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|
2019
Q4 | $542K | Sell |
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|
2019
Q3 | $589K | Buy |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $262K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $446K | Buy |
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|
2018
Q2 | $380K | Buy |
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|
2018
Q1 | $319K | Sell |
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|
2017
Q4 | $375K | Sell |
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|
2017
Q3 | $416K | Sell |
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|
2017
Q2 | $418K | Sell |
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|
2017
Q1 | $470K | Sell |
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|
2016
Q4 | $724K | Buy |
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|
2016
Q3 | $17K | Buy |
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|
2016
Q2 | $6K | Buy |
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|
2016
Q1 | $2K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $49K | Buy |
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|
2014
Q3 | $8K | Buy |
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