Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $211K | Sell |
8,685
-389
| -4% | -$9.45K | 0.11% | 103 |
|
|
2024
Q3 | $230K | Buy |
9,074
+82
| +0.9% | +$2.08K | 0.13% | 83 |
|
|
2024
Q2 | $219K | Sell |
8,992
-328
| -4% | -$8K | 0.14% | 83 |
|
|
2024
Q1 | $229K | Buy |
+9,320
| New | +$229K | 0.15% | 80 |
|
|
2023
Q4 | – | Sell |
-9,336
| Closed | -$224K | – | 82 |
|
|
2023
Q3 | $224K | Buy |
9,336
+26
| +0.3% | +$623 | 0.18% | 72 |
|
|
2023
Q2 | $229K | Sell |
9,310
-3,652
| -28% | -$90K | 0.18% | 72 |
|
|
2023
Q1 | $327K | Sell |
12,962
-2,400
| -16% | -$60.5K | 0.26% | 64 |
|
|
2022
Q4 | $378K | Buy |
+15,362
| New | +$378K | 0.32% | 56 |
|