Kelly Financial Services’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 | $6.8M | Buy |
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|
2025
Q2 | $5.53M | Buy |
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2025
Q1 | $5.13M | Buy |
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|
2024
Q4 | $3.99M | Buy |
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|
2024
Q3 | $2.55M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $882 | Hold |
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|
2021
Q4 | $929 | Buy |
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|
2021
Q3 | $935 | Sell |
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|
2021
Q2 | $16K | Buy |
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|
2021
Q1 | $925 | Hold |
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|
2020
Q4 | $954 | Hold |
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|
2020
Q3 | $958 | Hold |
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|
2020
Q2 | $955 | Hold |
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|
2020
Q1 | $951 | Hold |
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|
2019
Q4 | $885 | Hold |
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|
2019
Q3 | $889 | Buy |
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