Equita Financial Network’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 | $534K | Sell |
21,333
-246
| -1% | -$6.16K | 0.21% | 54 |
|
|
2025
Q1 | $536K | Sell |
21,579
-5,021
| -19% | -$125K | 0.19% | 57 |
|
|
2024
Q4 | $646K | Buy |
26,600
+3,344
| +14% | +$81.2K | 0.23% | 50 |
|
|
2024
Q3 | $588K | Hold |
23,256
| – | – | 0.21% | 53 |
|
|
2024
Q2 | $567K | Sell |
23,256
-6,742
| -22% | -$164K | 0.24% | 55 |
|
|
2024
Q1 | $736K | Sell |
29,998
-23,788
| -44% | -$584K | 0.33% | 43 |
|
|
2023
Q4 | $1.34M | Buy |
53,786
+18,270
| +51% | +$454K | 0.71% | 32 |
|
|
2023
Q3 | $851K | Buy |
+35,516
| New | +$851K | 0.52% | 36 |
|