GHP Investment Advisors’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
Q1 | – | Sell |
-3,022
| Closed | -$73.4K | – | 1022 |
|
|
2024
Q4 | $73.4K | Buy |
+3,022
| New | +$73.4K | ﹤0.01% | 469 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$689 | – | 951 |
|
|
2022
Q4 | $689 | Buy |
+28
| New | +$689 | ﹤0.01% | 886 |
|
|
2022
Q3 | – | Sell |
-2,984
| Closed | -$77K | – | 961 |
|
|
2022
Q2 | $77K | Buy |
+2,984
| New | +$77K | 0.01% | 445 |
|