IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Buy |
59,102
+3,165
| +6% | +$79.3K | 0.03% | 554 |
|
|
2025
Q4 | $1.4M | Buy |
55,937
+15,464
| +38% | +$389K | 0.03% | 530 |
|
|
2025
Q3 | $1.02M | Buy |
40,473
+14,044
| +53% | +$351K | 0.03% | 592 |
|
|
2025
Q2 | $662K | Buy |
26,429
+14,788
| +127% | +$366K | 0.02% | 729 |
|
|
2025
Q1 | $289K | Buy |
11,641
+4,103
| +54% | +$100K | 0.01% | 994 |
|
|
2024
Q4 | $183K | Sell |
7,538
-9,456
| -56% | -$233K | 0.01% | 1157 |
|
|
2024
Q3 | $430K | Buy |
16,994
+13,596
| +400% | +$340K | 0.02% | 751 |
|
|
2024
Q2 | $82.9K | Buy |
3,398
+3,232
| +1,947% | +$78.2K | ﹤0.01% | 1442 |
|
|
2024
Q1 | $4.09K | Sell |
166
-282
| -63% | -$6.93K | ﹤0.01% | 2517 |
|
|
2023
Q4 | $11.1K | Buy |
448
+282
| +170% | +$6.81K | ﹤0.01% | 2155 |
|
|
2023
Q3 | $3.98K | Sell |
166
-284
| -63% | -$6.91K | ﹤0.01% | 2598 |
|
|
2023
Q2 | $11.1K | Buy |
450
+196
| +77% | +$4.91K | ﹤0.01% | 2265 |
|
|
2023
Q1 | $6.62K | Sell |
254
-2,076
| -89% | -$51.7K | ﹤0.01% | 2460 |
|
|
2022
Q4 | $68K | Buy |
2,330
+206
| +10% | +$5.07K | ﹤0.01% | 2016 |
|
|
2022
Q3 | $63K | Sell |
2,124
-22
| -1% | -$562 | ﹤0.01% | 2200 |
|
|
2022
Q2 | $64K | Hold |
2,146
| – | – | ﹤0.01% | 1993 |
|
|
2022
Q1 | $64K | Buy |
2,146
+1,996
| +1,331% | +$54.5K | ﹤0.01% | 1993 |
|
|
2021
Q4 | $4K | Sell |
150
-1,840
| -92% | -$51.8K | ﹤0.01% | 2594 |
|
|
2021
Q3 | $56K | Buy |
1,990
+56
| +3% | +$1.6K | ﹤0.01% | 1538 |
|
|
2021
Q2 | $55K | Hold |
1,934
| – | – | ﹤0.01% | 1485 |
|
|
2021
Q1 | $55K | Sell |
1,934
-314
| -14% | -$9.01K | ﹤0.01% | 1433 |
|
|
2020
Q4 | $65K | Sell |
2,248
-8,330
| -79% | -$243K | ﹤0.01% | 1333 |
|
|
2020
Q3 | $310K | Buy |
10,578
+8,644
| +447% | +$254K | 0.02% | 562 |
|
|
2020
Q2 | $57K | Sell |
1,934
-179,582
| -99% | -$5.27M | ﹤0.01% | 1164 |
|
|
2020
Q1 | $5.3M | Buy |
+181,516
| New | +$5.13M | 0.54% | 37 |
|
|
2019
Q4 | – | Sell |
-840
| Closed | -$23.2K | – | 3498 |
|
|
2019
Q3 | $23K | Buy |
+840
| New | +$23.2K | ﹤0.01% | 1706 |
|
|
2019
Q1 | – | Sell |
-19,454
| Closed | -$514K | – | 3259 |
|
|
2018
Q4 | $514K | Sell |
19,454
-656
| -3% | -$17K | 0.03% | 545 |
|
|
2018
Q3 | $521K | Buy |
20,110
+2,664
| +15% | +$69.4K | 0.02% | 641 |
|
|
2018
Q2 | $456K | Buy |
17,446
+638
| +4% | +$16.6K | 0.02% | 694 |
|
|
2018
Q1 | $448K | Hold |
16,808
| – | – | 0.02% | 665 |
|
|
2017
Q4 | $448K | Buy |
16,808
+14,360
| +587% | +$385K | 0.02% | 664 |
|
|
2017
Q3 | $66K | Buy |
2,448
+2
| +0.1% | +$54 | ﹤0.01% | 1824 |
|
|
2017
Q2 | $66K | Buy |
2,446
+170
| +7% | +$4.59K | ﹤0.01% | 1783 |
|
|
2017
Q1 | $61K | Buy |
2,276
+1,394
| +158% | +$37.3K | ﹤0.01% | 1806 |
|
|
2016
Q4 | $24K | Buy |
882
+302
| +52% | +$8.19K | ﹤0.01% | 2336 |
|
|
2016
Q3 | $16K | Hold |
580
| – | – | ﹤0.01% | 2546 |
|
|
2016
Q2 | $16K | Buy |
+580
| New | +$16K | ﹤0.01% | 2497 |
|
|
2016
Q1 | – | Sell |
-580
| Closed | -$16K | – | 3258 |
|
|
2015
Q4 | $16K | Buy |
+580
| New | +$15.7K | ﹤0.01% | 2301 |
|
Other funds holding SCHR
ETC
CWA
MFT