HB 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $236K | Sell |
|
|||||
|
2024
Q4 | $249K | Sell |
|
|||||
|
2024
Q3 | $422K | Sell |
|
|||||
|
2024
Q2 | $420K | Sell |
|
|||||
|
2024
Q1 | $452K | Sell |
|
|||||
|
2023
Q4 | $469K | Buy |
|
|||||
|
2023
Q3 | $389K | Sell |
|
|||||
|
2023
Q2 | $432K | Sell |
|
|||||
|
2023
Q1 | $450K | Sell |
|
|||||
|
2022
Q4 | $466K | Sell |
|
|||||
|
2022
Q3 | $523K | Sell |
|
|||||
|
2022
Q2 | $609K | Sell |
|
|||||
|
2022
Q1 | $793K | Sell |
|
|||||
|
2021
Q4 | $1.24M | Buy |
|