EWA
EverSource Wealth Advisors’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 | $416K | Sell |
16,637
-473
| -3% | -$11.8K | 0.02% | 524 |
|
|
2025
Q1 | $425K | Sell |
17,110
-2,086
| -11% | -$51.9K | 0.02% | 422 |
|
|
2024
Q4 | $466K | Buy |
19,196
+4,235
| +28% | -$261K | 0.03% | 389 |
|
|
2024
Q3 | $757K | Sell |
14,961
-6,130
| -29% | -$310K | 0.05% | 263 |
|
|
2024
Q2 | $1.05M | Buy |
21,091
+6,251
| +42% | +$311K | 0.07% | 208 |
|
|
2024
Q1 | $711K | Buy |
14,840
+40
| +0.3% | +$1.92K | 0.06% | 228 |
|
|
2023
Q4 | $736K | Sell |
14,800
-571
| -4% | -$28.4K | 0.07% | 200 |
|
|
2023
Q3 | $737K | Sell |
15,371
-19,072
| -55% | -$914K | 0.08% | 182 |
|
|
2023
Q2 | $1.7M | Sell |
34,443
-1,055
| -3% | -$52K | 0.19% | 113 |
|
|
2023
Q1 | $1.78M | Sell |
35,498
-33
| -0.1% | -$1.66K | 0.22% | 100 |
|
|
2022
Q4 | $1.75M | Buy |
35,531
+21,378
| +151% | +$1.05M | 0.26% | 82 |
|
|
2022
Q3 | $697K | Sell |
14,153
-16,550
| -54% | -$815K | 0.16% | 123 |
|
|
2022
Q2 | $1.58M | Sell |
30,703
-6,788
| -18% | -$350K | 0.41% | 50 |
|
|
2022
Q1 | $2M | Buy |
+37,491
| New | +$2M | 0.51% | 39 |
|