GWSA
Global Wealth Strategies & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$389 | – | 546 |
|
|
2024
Q4 | $389 | Buy |
16
+6
| +60% | +$146 | ﹤0.01% | 370 |
|
|
2024
Q3 | $506 | Hold |
10
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $488 | Hold |
10
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $491 | Hold |
10
| – | – | ﹤0.01% | 326 |
|
|
2023
Q4 | $497 | Buy |
10
+3
| +43% | +$149 | ﹤0.01% | 288 |
|
|
2023
Q3 | $336 | Hold |
7
| – | – | ﹤0.01% | 303 |
|
|
2023
Q2 | $345 | Sell |
7
-14
| -67% | -$690 | ﹤0.01% | 291 |
|
|
2023
Q1 | $1.06K | Buy |
+21
| New | +$1.06K | ﹤0.01% | 291 |
|