FSB Premier Wealth 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 | $237K | Buy |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $965K | Buy |
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