Heritage Wealth Management (California)’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 | $5.18M | Buy |
207,045
+9,567
| +5% | +$239K | 3.46% | 5 |
|
|
2025
Q1 | $4.91M | Sell |
197,478
-6,872
| -3% | -$171K | 3.69% | 5 |
|
|
2024
Q4 | $4.96M | Buy |
204,350
+9,864
| +5% | +$240K | 3.57% | 6 |
|
|
2024
Q3 | $4.92M | Sell |
194,486
-474
| -0.2% | -$12K | 3.49% | 6 |
|
|
2024
Q2 | $4.75M | Buy |
194,960
+17,296
| +10% | +$422K | 3.49% | 6 |
|
|
2024
Q1 | $4.36M | Buy |
177,664
+12,820
| +8% | +$314K | 3.29% | 5 |
|
|
2023
Q4 | $4.1M | Buy |
+164,844
| New | +$4.1M | 3.28% | 6 |
|