Jones Financial Companies’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
Q2 | $12.4M | Buy |
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|
2025
Q1 | $7.9M | Buy |
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|
2024
Q4 | $5.51M | Buy |
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|
2024
Q3 | $4.53M | Buy |
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|
2024
Q2 | $3.63M | Buy |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $804K | Buy |
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|
2022
Q4 | $534K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $119K | Buy |
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|
2022
Q1 | $50K | Buy |
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