Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $69.9K | Sell |
2,762
-3,112
| -53% | -$78.7K | 0.04% | 130 |
|
|
2024
Q2 | $143K | Buy |
5,874
+1,242
| +27% | +$30.3K | 0.09% | 113 |
|
|
2024
Q1 | $114K | Sell |
4,632
-1,694
| -27% | -$41.5K | 0.07% | 115 |
|
|
2023
Q4 | $157K | Buy |
6,326
+4,774
| +308% | +$119K | 0.1% | 110 |
|
|
2023
Q3 | $37.2K | Sell |
1,552
-1,016
| -40% | -$24.4K | 0.03% | 134 |
|
|
2023
Q2 | $63.3K | Sell |
2,568
-1,264
| -33% | -$31.1K | 0.04% | 135 |
|
|
2023
Q1 | $96.6K | Sell |
3,832
-8,130
| -68% | -$205K | 0.07% | 118 |
|
|
2022
Q4 | $294K | Buy |
+11,962
| New | +$294K | 0.24% | 69 |
|