Inspire Advisors’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 | $4.67M | Buy |
186,543
+94,921
| +104% | +$2.38M | 0.48% | 20 |
|
|
2025
Q1 | $2.28M | Buy |
91,622
+7,033
| +8% | +$175K | 0.26% | 69 |
|
|
2024
Q4 | $2.05M | Sell |
84,589
-5,415
| -6% | -$132K | 0.25% | 59 |
|
|
2024
Q3 | $2.28M | Buy |
90,004
+16,572
| +23% | +$419K | 0.28% | 42 |
|
|
2024
Q2 | $1.79M | Sell |
73,432
-7,240
| -9% | -$177K | 0.24% | 46 |
|
|
2024
Q1 | $1.98M | Buy |
80,672
+21,922
| +37% | +$538K | 0.27% | 31 |
|
|
2023
Q4 | $1.46M | Sell |
58,750
-79,914
| -58% | -$1.99M | 0.22% | 34 |
|
|
2023
Q3 | $3.32M | Sell |
138,664
-68,712
| -33% | -$1.65M | 0.59% | 20 |
|
|
2023
Q2 | $5.11M | Buy |
207,376
+43,668
| +27% | +$1.08M | 0.99% | 11 |
|
|
2023
Q1 | $4.13M | Buy |
163,708
+6,460
| +4% | +$163K | 0.95% | 9 |
|
|
2022
Q4 | $3.87M | Sell |
157,248
-8,598
| -5% | -$212K | 0.98% | 11 |
|
|
2022
Q3 | $4.08M | Buy |
+165,846
| New | +$4.08M | 1.12% | 12 |
|