GeoWealth 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 | $33.9K | Buy |
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|
2025
Q2 | $7.73K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.48K | Hold |
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|
2024
Q3 | $2.6K | Sell |
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|
2024
Q2 | $3.55K | Buy |
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|
2024
Q1 | $2.83K | Buy |
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|
2023
Q4 | $2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | $195K | Buy |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $131K | Buy |
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|
2021
Q3 | $93K | Buy |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | $40K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $466K | Buy |
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