Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $814K | Buy |
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|
2025
Q2 | $781K | Sell |
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|
2025
Q1 | $786K | Sell |
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|
2024
Q4 | $924K | Sell |
|
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|
2024
Q3 | $1.06M | Buy |
|
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|
2024
Q2 | $966K | Sell |
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|
2024
Q1 | $997K | Sell |
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|
2023
Q4 | $2.09M | Buy |
|
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.41M | Sell |
|
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|
2023
Q1 | $3.01M | Sell |
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|
2022
Q4 | $5.69M | Buy |
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|
2022
Q3 | $5.61M | Buy |
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|
2022
Q2 | $1.95M | Buy |
|
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|
2022
Q1 | $791K | Buy |
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|
2021
Q4 | $823K | Buy |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $790K | Buy |
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|
2021
Q1 | $762K | Buy |
|