Destination Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+8,968
| New | +$224K | 0.01% | 235 |
|
|
2023
Q2 | – | Sell |
-8,164
| Closed | -$206K | – | 205 |
|
|
2023
Q1 | $206K | Buy |
+8,164
| New | +$206K | 0.01% | 198 |
|
|
2022
Q4 | – | Sell |
-10,026
| Closed | -$246K | – | 208 |
|
|
2022
Q3 | $246K | Buy |
+10,026
| New | +$246K | 0.01% | 171 |
|
|
2019
Q2 | – | Sell |
-1,090
| Closed | -$29K | – | 715 |
|
|
2019
Q1 | $29K | Sell |
1,090
-2,368
| -68% | -$63K | ﹤0.01% | 350 |
|
|
2018
Q4 | $92K | Buy |
3,458
+2,988
| +636% | +$79.5K | 0.01% | 190 |
|
|
2018
Q3 | $12K | Sell |
470
-3,148
| -87% | -$80.4K | ﹤0.01% | 446 |
|
|
2018
Q2 | $95K | Buy |
3,618
+3,572
| +7,765% | +$93.8K | 0.01% | 189 |
|
|
2018
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 557 |
|