EWM
Empirical 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,451
| Closed | -$225K | – | 622 |
|
|
2024
Q3 | $225K | Sell |
4,451
-3,085
| -41% | -$156K | 0.01% | 515 |
|
|
2024
Q2 | $368K | Buy |
+7,536
| New | +$368K | 0.01% | 415 |
|
|
2019
Q4 | – | Sell |
-4,609
| Closed | -$256K | – | 334 |
|
|
2019
Q3 | $256K | Buy |
+4,609
| New | +$256K | 0.03% | 244 |
|