CreativeOne Wealth’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 | $6.46M | Sell |
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|
2025
Q1 | $6.42M | Buy |
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|
2024
Q4 | $6.09M | Sell |
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|
2024
Q3 | $6.48M | Buy |
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|
2024
Q2 | $5.63M | Sell |
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|
2024
Q1 | $6.26M | Buy |
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|
2023
Q4 | $6.22M | Sell |
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|
2023
Q3 | $6.21M | Sell |
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|
2023
Q2 | $6.58M | Sell |
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|
2023
Q1 | $9.66M | Buy |
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|
2022
Q4 | $8.9M | Buy |
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|
2022
Q3 | $8.65M | Buy |
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|
2022
Q2 | $8.63M | Sell |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $10.7M | Buy |
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|
2021
Q1 | $8.1M | Buy |
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|
2020
Q4 | $6.6M | Buy |
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|
2020
Q3 | $3.51M | Buy |
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|
2020
Q2 | $2.75M | Sell |
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|
2020
Q1 | $2.89M | Buy |
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|
2019
Q4 | $2.26M | Buy |
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|
2019
Q3 | $1.72M | Buy |
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|
2019
Q2 | $1.39M | Buy |
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|
2019
Q1 | $1.33M | Buy |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $999K | Buy |
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|
2018
Q2 | $626K | Buy |
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|
2018
Q1 | $320K | Buy |
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