Independent Solutions Wealth Management’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 | $5.6M | Sell |
223,893
-3,514
| -2% | -$88K | 1.09% | 23 |
|
|
2025
Q1 | $5.65M | Buy |
227,407
+9,084
| +4% | +$226K | 1.27% | 22 |
|
|
2024
Q4 | $5.3M | Sell |
218,323
-30,889
| -12% | -$750K | 1.16% | 23 |
|
|
2024
Q3 | $6.31M | Buy |
249,212
+24,522
| +11% | +$620K | 1.43% | 18 |
|
|
2024
Q2 | $5.48M | Sell |
224,690
-10,330
| -4% | -$252K | 1.26% | 18 |
|
|
2024
Q1 | $5.76M | Buy |
235,020
+21,010
| +10% | +$515K | 1.37% | 18 |
|
|
2023
Q4 | $5.32M | Buy |
214,010
+5,602
| +3% | +$139K | 1.36% | 18 |
|
|
2023
Q3 | $5M | Buy |
208,408
+36,954
| +22% | +$886K | 1.3% | 20 |
|
|
2023
Q2 | $4.22M | Buy |
171,454
+11,036
| +7% | +$272K | 1.06% | 21 |
|
|
2023
Q1 | $4.04M | Buy |
160,418
+17,940
| +13% | +$452K | 1.19% | 19 |
|
|
2022
Q4 | $3.51M | Buy |
142,478
+18,998
| +15% | +$468K | 1.07% | 20 |
|
|
2022
Q3 | $3.03M | Buy |
123,480
+2,158
| +2% | +$53K | 0.99% | 23 |
|
|
2022
Q2 | $3.13M | Buy |
121,322
+5,554
| +5% | +$143K | 0.98% | 21 |
|
|
2022
Q1 | $3.08M | Buy |
115,768
+7,640
| +7% | +$203K | 0.73% | 29 |
|
|
2021
Q4 | $3.04M | Sell |
108,128
-1,246
| -1% | -$35K | 0.72% | 34 |
|
|
2021
Q3 | $3.1M | Buy |
109,374
+3,336
| +3% | +$94.6K | 0.77% | 34 |
|
|
2021
Q2 | $3.02M | Buy |
106,038
+9,944
| +10% | +$283K | 0.73% | 35 |
|
|
2021
Q1 | $2.71M | Buy |
96,094
+18,134
| +23% | +$511K | 0.74% | 31 |
|
|
2020
Q4 | $2.27M | Buy |
77,960
+1,012
| +1% | +$29.5K | 0.71% | 36 |
|
|
2020
Q3 | $2.26M | Sell |
76,948
-12,654
| -14% | -$371K | 0.86% | 28 |
|
|
2020
Q2 | $2.63M | Buy |
89,602
+8,302
| +10% | +$244K | 1.13% | 24 |
|
|
2020
Q1 | $2.39M | Sell |
81,300
-8,292
| -9% | -$244K | 1.32% | 21 |
|
|
2019
Q4 | $2.46M | Buy |
+89,592
| New | +$2.46M | 1.09% | 23 |
|