Integrated Advisors Network’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 | $414K | Sell |
16,558
-1,433
| -8% | -$35.9K | 0.02% | 539 |
|
|
2025
Q1 | $447K | Sell |
17,991
-93
| -0.5% | -$2.31K | 0.02% | 485 |
|
|
2024
Q4 | $439K | Buy |
18,084
+266
| +1% | +$6.46K | 0.02% | 485 |
|
|
2024
Q3 | $451K | Sell |
17,818
-44
| -0.2% | -$1.11K | 0.02% | 498 |
|
|
2024
Q2 | $436K | Sell |
17,862
-458
| -3% | -$11.2K | 0.02% | 478 |
|
|
2024
Q1 | $449K | Sell |
18,320
-132
| -0.7% | -$3.24K | 0.02% | 482 |
|
|
2023
Q4 | $459K | Buy |
+18,452
| New | +$459K | 0.03% | 456 |
|
|
2022
Q2 | – | Sell |
-7,914
| Closed | -$211K | – | 720 |
|
|
2022
Q1 | $211K | Sell |
7,914
-952
| -11% | -$25.4K | 0.01% | 624 |
|
|
2021
Q4 | $249K | Sell |
8,866
-2,490
| -22% | -$69.9K | 0.01% | 563 |
|
|
2021
Q3 | $322K | Sell |
11,356
-330
| -3% | -$9.36K | 0.02% | 498 |
|
|
2021
Q2 | $332K | Sell |
11,686
-132
| -1% | -$3.75K | 0.02% | 448 |
|
|
2021
Q1 | $333K | Buy |
+11,818
| New | +$333K | 0.03% | 406 |
|