Financial & Tax Architects’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 | $2.81M | Buy |
112,092
+16,437
| +17% | +$411K | 0.68% | 42 |
|
|
2025
Q1 | $2.38M | Sell |
95,655
-5,504
| -5% | -$137K | 0.6% | 44 |
|
|
2024
Q4 | $2.46M | Buy |
101,159
+11,049
| +12% | +$268K | 0.63% | 41 |
|
|
2024
Q3 | $2.28M | Buy |
90,110
+388
| +0.4% | +$9.82K | 0.59% | 43 |
|
|
2024
Q2 | $2.19M | Buy |
89,722
+834
| +0.9% | +$20.3K | 0.59% | 43 |
|
|
2024
Q1 | $2.18M | Buy |
+88,888
| New | +$2.18M | 0.6% | 44 |
|
|
2023
Q3 | – | Sell |
-114,144
| Closed | -$2.81M | – | 91 |
|
|
2023
Q2 | $2.81M | Buy |
+114,144
| New | +$2.81M | 0.87% | 37 |
|
|
2022
Q1 | – | Sell |
-56,276
| Closed | -$1.58M | – | 102 |
|
|
2021
Q4 | $1.58M | Sell |
56,276
-6,548
| -10% | -$184K | 0.64% | 45 |
|
|
2021
Q3 | $1.78M | Buy |
+62,824
| New | +$1.78M | 0.81% | 43 |
|