Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $8.56M | Buy |
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|
2022
Q4 | $6.75M | Sell |
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|
2022
Q3 | $6.68M | Buy |
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|
2022
Q2 | $7.1M | Buy |
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|
2022
Q1 | $7.11M | Buy |
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|
2021
Q4 | $3.95M | Sell |
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|
2021
Q3 | $8.78M | Sell |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.8M | Buy |
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|
2020
Q4 | $9.25M | Buy |
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|
2020
Q3 | $7.64M | Buy |
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|
2020
Q2 | $4.92M | Buy |
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|
2020
Q1 | $3.2M | Sell |
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|
2019
Q4 | $7.42M | Sell |
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|
2019
Q3 | $7.94M | Buy |
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|
2019
Q2 | $7.66M | Sell |
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|
2019
Q1 | $10M | Sell |
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|
2018
Q4 | $16.6M | Sell |
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|
2018
Q3 | $16.3M | Buy |
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|
2018
Q2 | $2.88M | Buy |
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|
2018
Q1 | $2.08M | Buy |
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|
2017
Q4 | $2.01M | Buy |
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