HBW Advisory Services’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
Q2 | $311K | Sell |
12,425
-3,299
| -21% | -$82.6K | 0.04% | 313 |
|
|
2025
Q1 | $391K | Buy |
15,724
+642
| +4% | +$16K | 0.06% | 244 |
|
|
2024
Q4 | $366K | Buy |
15,082
+272
| +2% | +$6.61K | 0.04% | 250 |
|
|
2024
Q3 | $375K | Buy |
14,810
+428
| +3% | +$10.8K | 0.05% | 240 |
|
|
2024
Q2 | $351K | Sell |
14,382
-226
| -2% | -$5.51K | 0.06% | 232 |
|
|
2024
Q1 | $363K | Hold |
14,608
| – | – | 0.07% | 207 |
|
|
2023
Q4 | $363K | Buy |
14,608
+2,506
| +21% | +$62.3K | 0.07% | 207 |
|
|
2023
Q3 | $290K | Buy |
+12,102
| New | +$290K | 0.06% | 218 |
|