Kestra Advisory 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 | $4.98M | Buy |
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|
2025
Q2 | $4.64M | Buy |
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|
2025
Q1 | $4.28M | Buy |
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|
2024
Q4 | $3.39M | Sell |
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|
2024
Q3 | $3.72M | Buy |
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|
2024
Q2 | $3.41M | Buy |
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|
2024
Q1 | $3.44M | Sell |
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|
2023
Q4 | $6.64M | Sell |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $12M | Buy |
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|
2023
Q1 | $3.26M | Buy |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $6.02M | Buy |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $2.61M | Buy |
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|
2020
Q3 | $343K | Buy |
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