Kathleen S. Wright Associates’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 | $2.78M | Buy |
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|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $2.56M | Sell |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $39K | Buy |
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