FIC
Family Investment Center’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 | $490K | Buy |
19,595
+190
| +1% | +$4.76K | 0.11% | 53 |
|
|
2025
Q1 | $482K | Buy |
19,405
+945
| +5% | +$23.5K | 0.12% | 53 |
|
|
2024
Q4 | $448K | Buy |
18,460
+9,343
| +102% | +$227K | 0.11% | 55 |
|
|
2024
Q3 | $461K | Buy |
9,117
+2,262
| +33% | +$114K | 0.12% | 47 |
|
|
2024
Q2 | $334K | Buy |
6,855
+65
| +1% | +$3.17K | 0.1% | 55 |
|
|
2024
Q1 | $333K | Buy |
6,790
+41
| +0.6% | +$2.01K | 0.11% | 55 |
|
|
2023
Q4 | $336K | Buy |
6,749
+78
| +1% | +$3.88K | 0.17% | 44 |
|
|
2023
Q3 | $320K | Buy |
6,671
+52
| +0.8% | +$2.49K | 0.19% | 40 |
|
|
2023
Q2 | $326K | Buy |
6,619
+49
| +0.7% | +$2.42K | 0.21% | 37 |
|
|
2023
Q1 | $331K | Buy |
6,570
+174
| +3% | +$8.77K | 0.23% | 36 |
|
|
2022
Q4 | $315K | Buy |
+6,396
| New | +$315K | 0.23% | 35 |
|