Diligent Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16M | Buy |
46,543
+98
| +0.2% | +$2.46K | 0.29% | 104 |
|
|
2025
Q4 | $1.16M | Sell |
46,445
-1,644
| -3% | -$41.4K | 0.29% | 102 |
|
|
2025
Q3 | $1.21M | Sell |
48,089
-5,129
| -10% | -$128K | 0.31% | 91 |
|
|
2025
Q2 | $1.33M | Sell |
53,218
-3,321
| -6% | -$82.3K | 0.32% | 90 |
|
|
2025
Q1 | $1.41M | Sell |
56,539
-3,775
| -6% | -$92.4K | 0.34% | 80 |
|
|
2024
Q4 | $1.47M | Sell |
60,314
-5,188
| -8% | -$128K | 0.34% | 78 |
|
|
2024
Q3 | $1.66M | Sell |
65,502
-3,006
| -4% | -$75.1K | 0.38% | 68 |
|
|
2024
Q2 | $1.67M | Sell |
68,508
-7,480
| -10% | -$181K | 0.41% | 55 |
|
|
2024
Q1 | $1.86M | Sell |
75,988
-21,518
| -22% | -$529K | 0.47% | 45 |
|
|
2023
Q4 | $2.42M | Sell |
97,506
-24,912
| -20% | -$602K | 0.67% | 23 |
|
|
2023
Q3 | $2.93M | Sell |
122,418
-28,116
| -19% | -$684K | 0.9% | 19 |
|
|
2023
Q2 | $3.71M | Sell |
150,534
-8,846
| -6% | -$222K | 1.1% | 14 |
|
|
2023
Q1 | $4.02M | Buy |
159,380
+64
| +0% | +$1.59K | 1.24% | 11 |
|
|
2022
Q4 | $3.92M | Sell |
159,316
-3,384
| -2% | -$83.3K | 1.28% | 11 |
|
|
2022
Q3 | $4M | Sell |
162,700
-3,632
| -2% | -$92.8K | 1.43% | 11 |
|
|
2022
Q2 | $4.29M | Sell |
166,332
-7,480
| -4% | -$193K | 1.47% | 11 |
|
|
2022
Q1 | $4.63M | Sell |
173,812
-21,278
| -11% | -$581K | 1.34% | 12 |
|
|
2021
Q4 | $5.48M | Buy |
195,090
+40,918
| +27% | +$1.15M | 1.53% | 12 |
|
|
2021
Q3 | $4.38M | Hold |
154,172
| – | – | 1.49% | 14 |
|
|
2021
Q2 | $4.38M | Buy |
154,172
+11,210
| +8% | +$318K | 1.49% | 14 |
|
|
2021
Q1 | $4.03M | Buy |
142,962
+4,720
| +3% | +$135K | 1.47% | 13 |
|
|
2020
Q4 | $4.02M | Buy |
138,242
+1,310
| +1% | +$38.2K | 1.62% | 13 |
|
|
2020
Q3 | $4.02M | Sell |
136,932
-1,290
| -0.9% | -$37.9K | 1.83% | 10 |
|
|
2020
Q2 | $4.06M | Buy |
138,222
+2,630
| +2% | +$77.1K | 1.99% | 10 |
|
|
2020
Q1 | $3.98M | Sell |
135,592
-2,274
| -2% | -$64.2K | 2.38% | 9 |
|
|
2019
Q4 | $3.79M | Buy |
137,866
+36,948
| +37% | +$1.02M | 1.71% | 10 |
|
|
2019
Q3 | $2.8M | Buy |
100,918
+5,386
| +6% | +$149K | 1.37% | 15 |
|
|
2019
Q2 | $2.63M | Buy |
95,532
+87,932
| +1,157% | +$2.37M | 1.3% | 16 |
|
|
2019
Q1 | $204K | Buy |
+7,600
| New | +$202K | 0.12% | 184 |
|
Other funds holding SCHR
ETC
CWA
MFT