Hilltop Partners’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 | $4.4M | Buy |
175,852
+4,552
| +3% | +$114K | 1.33% | 15 |
|
2025
Q1 | $4.26M | Buy |
171,300
+5,962
| +4% | +$148K | 1.44% | 12 |
|
2024
Q4 | $4.02M | Buy |
165,338
+78
| +0% | +$1.9K | 1.37% | 12 |
|
2024
Q3 | $4.18M | Buy |
165,260
+8,192
| +5% | +$207K | 1.41% | 12 |
|
2024
Q2 | $3.83M | Buy |
157,068
+2,122
| +1% | +$51.7K | 1.41% | 13 |
|
2024
Q1 | $3.8M | Buy |
154,946
+8,372
| +6% | +$205K | 1.36% | 15 |
|
2023
Q4 | $3.64M | Buy |
146,574
+10,762
| +8% | +$268K | 1.43% | 15 |
|
2023
Q3 | $3.26M | Sell |
135,812
-484,752
| -78% | -$11.6M | 1.37% | 16 |
|
2023
Q2 | $15.3M | Buy |
620,564
+491,168
| +380% | +$12.1M | 6.35% | 4 |
|
2023
Q1 | $3.26M | Buy |
+129,396
| New | +$3.26M | 1.47% | 19 |
|