Financial Gravity Asset Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $779 | Buy |
|
|||||
|
2025
Q1 | $2.78K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $78.3K | Buy |
|
|||||
|
2023
Q4 | $70.8K | Buy |
|
|||||
|
2023
Q3 | $47.1K | Buy |
|
|||||
|
2023
Q2 | $121K | Sell |
|
|||||
|
2023
Q1 | $25.7K | Buy |
|
|||||
|
2022
Q4 | $87.8K | Sell |
|
|||||
|
2022
Q3 | $22.5K | Sell |
|
|||||
|
2022
Q2 | $23.6K | Sell |
|
|||||
|
2022
Q1 | $26.4K | Sell |
|
|||||
|
2021
Q4 | $26K | Buy |
|
|||||
|
2021
Q3 | $57K | Sell |
|
|||||
|
2021
Q2 | $57K | Sell |
|
|||||
|
2021
Q1 | $29.8K | Sell |
|
|||||
|
2020
Q4 | $33K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $160K | Sell |
|
|||||
|
2019
Q4 | $106K | Sell |
|
|||||
|
2019
Q3 | $467K | Sell |
|
|||||
|
2019
Q2 | $469K | Sell |
|
|||||
|
2019
Q1 | $561K | Buy |
|
|||||
|
2018
Q3 | $1.33M | Buy |
|
|||||
|
2018
Q2 | $1.28M | Buy |
|
|||||
|
2018
Q1 | $1.18M | Buy |
|