Focus Partners Wealth’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 | $5.06M | Sell |
202,259
-17,569
| -8% | -$440K | 0.01% | 671 |
|
|
2025
Q1 | $5.46M | Buy |
219,828
+30,883
| +16% | +$768K | 0.01% | 599 |
|
|
2024
Q4 | $4.59M | Buy |
188,945
+5,847
| +3% | +$142K | 0.01% | 630 |
|
|
2024
Q3 | $4.63M | Buy |
+183,098
| New | +$4.63M | 0.01% | 574 |
|
|
2024
Q2 | – | Sell |
-18,144
| Closed | -$445K | – | 1260 |
|
|
2024
Q1 | $445K | Hold |
18,144
| – | – | ﹤0.01% | 746 |
|
|
2023
Q4 | $451K | Buy |
+18,144
| New | +$451K | 0.01% | 596 |
|