Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $706K | Sell |
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|
2025
Q2 | $732K | Sell |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $329K | Hold |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $331K | Sell |
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|
2020
Q4 | $460K | Hold |
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|
2020
Q3 | $460K | Hold |
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|
2020
Q2 | $465K | Hold |
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|
2020
Q1 | $464K | Sell |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $434K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $425K | Buy |
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