DWM
Diversify Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
698,569
+72,114
| +12% | +$1.8M | 1.08% | 15 |
|
|
2025
Q1 | $15.7M | Sell |
626,455
-17,991
| -3% | -$450K | 1.17% | 13 |
|
|
2024
Q4 | $15.5M | Buy |
644,446
+69,982
| +12% | +$1.68M | 1.21% | 14 |
|
|
2024
Q3 | $14.2M | Buy |
574,464
+552,011
| +2,459% | +$13.6M | 1.37% | 12 |
|
|
2024
Q2 | $1.13M | Buy |
+22,453
| New | +$1.13M | 0.14% | 151 |
|