JFG Wealth Management’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 | $1.23M | Sell |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $765K | Buy |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $536K | Sell |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | $277K | Buy |
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