Diversified Portfolios Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $738K | Hold |
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|
2023
Q1 | $755K | Hold |
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|
2022
Q4 | $737K | Buy |
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|
2022
Q3 | $505K | Sell |
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|
2022
Q2 | $780K | Sell |
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|
2022
Q1 | $840K | Buy |
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|
2021
Q4 | $810K | Sell |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $789K | Hold |
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|
2020
Q2 | $790K | Hold |
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|
2020
Q1 | $790K | Hold |
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|
2019
Q4 | $739K | Buy |
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|
2019
Q3 | $720K | Buy |
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