Inspire 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
$4.6M Buy
184,795
+35,189
+24% +$882K 0.38% 25
2025
Q4
$3.75M Sell
149,606
-64,183
-30% -$1.62M 0.35% 38
2025
Q3
$5.37M Buy
213,789
+27,246
+15% +$681K 0.51% 19
2025
Q2
$4.67M Buy
186,543
+94,921
+104% +$2.35M 0.48% 20
2025
Q1
$2.28M Buy
91,622
+7,033
+8% +$172K 0.26% 69
2024
Q4
$2.05M Sell
84,589
-5,415
-6% -$133K 0.25% 59
2024
Q3
$2.28M Buy
90,004
+16,572
+23% +$414K 0.28% 42
2024
Q2
$1.79M Sell
73,432
-7,240
-9% -$175K 0.24% 46
2024
Q1
$1.98M Buy
80,672
+21,922
+37% +$539K 0.27% 31
2023
Q4
$1.46M Sell
58,750
-79,914
-58% -$1.93M 0.22% 34
2023
Q3
$3.32M Sell
138,664
-68,712
-33% -$1.67M 0.59% 20
2023
Q2
$5.11M Buy
207,376
+43,668
+27% +$1.09M 0.99% 11
2023
Q1
$4.13M Buy
163,708
+6,460
+4% +$161K 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 +$4.24M 1.12% 12

Other funds holding SCHR