I2I
SCHR

Insight 2811 Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Insight 2811 Inc’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,778
Closed -$216K – 95
2023
Q2 		$216K Hold
8,778
– – 0.12% 83
2023
Q1 		$221K Hold
8,778
– – 0.14% 84
2022
Q4 		$216K Sell
8,778
-1,452
-14% -$35.7K 0.13% 85
2022
Q3 		$251K Sell
10,230
-440
-4% -$11.2K 0.17% 67
2022
Q2 		$275K Sell
10,670
-6,312
-37% -$163K 0.18% 66
2022
Q1 		$452K Sell
16,982
-31,508
-65% -$860K 0.27% 48
2021
Q4 		$1.36M Sell
48,490
-1,500,200
-97% -$42.2M 0.77% 18
2021
Q3 		$43.9M Sell
1,548,690
-51,382
-3% -$1.47M 25.92% 2
2021
Q2 		$45.5M Sell
1,600,072
-30,472
-2% -$865K 25.64% 2
2021
Q1 		$46M Buy
1,630,544
+14,852
+0.9% +$426K 26.82% 2
2020
Q4 		$47M Buy
+1,615,692
New +$47.1M 27.69% 2

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