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 |
|