IDA
Intelligence Driven Advisers’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.2M | Buy |
1,767,135
+165,252
| +10% | +$4.14M | 6.67% | 5 |
|
|
2025
Q1 | $39.8M | Sell |
1,601,883
-25,180
| -2% | -$626K | 7.67% | 5 |
|
|
2024
Q4 | $39.5M | Buy |
1,627,063
+644,494
| +66% | +$15.7M | 7.43% | 5 |
|
|
2024
Q3 | $49.7M | Sell |
982,569
-11,195
| -1% | -$566K | 7.11% | 5 |
|
|
2024
Q2 | $48.5M | Buy |
993,764
+9,206
| +0.9% | +$449K | 6.87% | 6 |
|
|
2024
Q1 | $48.3M | Buy |
984,558
+699,050
| +245% | +$34.3M | 7.14% | 7 |
|
|
2023
Q4 | $14.2M | Sell |
285,508
-12,168
| -4% | -$606K | 2.3% | 11 |
|
|
2023
Q3 | $14.2M | Buy |
297,676
+23,323
| +9% | +$1.11M | 2.52% | 13 |
|
|
2023
Q2 | $13.3M | Buy |
+274,353
| New | +$13.3M | 2.34% | 13 |
|