Ken Fisher’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,112
| Closed | -$301K | – | 1067 |
|
|
2025
Q1 | $301K | Buy |
+12,112
| New | +$301K | ﹤0.01% | 893 |
|
|
2024
Q3 | – | Sell |
-9,686
| Closed | -$236K | – | 997 |
|
|
2024
Q2 | $236K | Sell |
9,686
-2,818
| -23% | -$68.7K | ﹤0.01% | 923 |
|
|
2024
Q1 | $307K | Sell |
12,504
-3,262
| -21% | -$80K | ﹤0.01% | 862 |
|
|
2023
Q4 | $392K | Sell |
15,766
-740
| -4% | -$18.4K | ﹤0.01% | 813 |
|
|
2023
Q3 | $396K | Buy |
16,506
+5,524
| +50% | +$132K | ﹤0.01% | 881 |
|
|
2023
Q2 | $271K | Buy |
+10,982
| New | +$271K | ﹤0.01% | 970 |
|