Financial Management Professionals’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 | $2.75K | Hold |
110
| – | – | ﹤0.01% | 705 |
|
|
2025
Q1 | $2.74K | Hold |
110
| – | – | ﹤0.01% | 704 |
|
|
2024
Q4 | $2.67K | Buy |
110
+2
| +2% | +$49 | ﹤0.01% | 695 |
|
|
2024
Q3 | $3K | Buy |
108
+42
| +64% | +$1.17K | ﹤0.01% | 716 |
|
|
2024
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 722 |
|
|
2024
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 783 |
|
|
2023
Q4 | $2K | Buy |
66
+2
| +3% | +$61 | ﹤0.01% | 782 |
|
|
2023
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 735 |
|
|
2023
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 763 |
|
|
2023
Q1 | $2K | Sell |
64
-2,864
| -98% | -$89.5K | ﹤0.01% | 817 |
|
|
2022
Q4 | $72K | Buy |
2,928
+2,820
| +2,611% | +$69.3K | 0.01% | 196 |
|
|
2022
Q3 | $3K | Hold |
108
| – | – | ﹤0.01% | 699 |
|
|
2022
Q2 | $3K | Buy |
108
+86
| +391% | +$2.39K | ﹤0.01% | 712 |
|
|
2022
Q1 | $1K | Buy |
22
+2
| +10% | +$91 | ﹤0.01% | 946 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 888 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 874 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 639 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 607 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 579 |
|
|
2020
Q2 | $1K | Sell |
20
-46
| -70% | -$2.3K | ﹤0.01% | 574 |
|
|
2020
Q1 | $2K | Sell |
66
-16
| -20% | -$485 | ﹤0.01% | 261 |
|
|
2019
Q4 | $2K | Sell |
82
-2
| -2% | -$49 | ﹤0.01% | 285 |
|
|
2019
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 262 |
|
|
2019
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 284 |
|
|
2019
Q1 | $2K | Hold |
84
| – | – | ﹤0.01% | 239 |
|
|
2018
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 236 |
|
|
2018
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 250 |
|
|
2018
Q2 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 244 |
|