Csenge Advisory Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
89,704
+5,180
+6% +$129K 0.12% 146
2025
Q1
$2.1M Buy
84,524
+17,586
+26% +$436K 0.12% 144
2024
Q4
$1.63M Sell
66,938
-34,970
-34% -$849K 0.09% 181
2024
Q3
$1.27M Buy
101,908
+54,864
+117% +$683K 0.07% 211
2024
Q2
$1.15M Buy
47,044
+22
+0% +$536 0.07% 224
2024
Q1
$1.15M Sell
47,022
-2,008
-4% -$49.2K 0.06% 234
2023
Q4
$1.22M Sell
49,030
-16,398
-25% -$408K 0.08% 202
2023
Q3
$1.57M Buy
65,428
+4,714
+8% +$113K 0.11% 161
2023
Q2
$1.5M Buy
60,714
+11,394
+23% +$281K 0.1% 161
2023
Q1
$1.24M Sell
49,320
-1,368
-3% -$34.5K 0.09% 173
2022
Q4
$1.25M Sell
50,688
-9,368
-16% -$231K 0.1% 183
2022
Q3
$1.48M Sell
60,056
-5,396
-8% -$133K 0.12% 159
2022
Q2
$1.69M Buy
+65,452
New +$1.69M 0.14% 142