Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,980
| Closed | -$176K | – | 1084 |
|
|
2024
Q3 | $176K | Hold |
6,980
| – | – | 0.05% | 265 |
|
|
2024
Q2 | $170K | Hold |
6,980
| – | – | 0.05% | 265 |
|
|
2024
Q1 | $171K | Hold |
6,980
| – | – | 0.05% | 260 |
|
|
2023
Q4 | $173K | Hold |
6,980
| – | – | 0.06% | 256 |
|
|
2023
Q3 | $167K | Buy |
+6,980
| New | +$167K | 0.06% | 237 |
|
|
2023
Q1 | $184K | Buy |
+7,284
| New | +$184K | 0.07% | 208 |
|
|
2022
Q4 | – | Sell |
-2,040
| Closed | -$50K | – | 971 |
|
|
2022
Q3 | $50K | Buy |
+2,040
| New | +$50K | 0.02% | 400 |
|