Key Financial Inc’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 | $4.13K | Hold |
165
| – | – | ﹤0.01% | 1075 |
|
|
2025
Q1 | $4.1K | Buy |
165
+67
| +68% | +$1.67K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $2.38K | Hold |
98
| – | – | ﹤0.01% | 1131 |
|
|
2024
Q3 | $2.48K | Hold |
98
| – | – | ﹤0.01% | 1086 |
|
|
2024
Q2 | $2.39K | Hold |
98
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q1 | $2.4K | Hold |
98
| – | – | ﹤0.01% | 1081 |
|
|
2023
Q4 | $2.44K | Hold |
98
| – | – | ﹤0.01% | 1074 |
|
|
2023
Q3 | $2.35K | Hold |
98
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q2 | $2.42K | Hold |
98
| – | – | ﹤0.01% | 1140 |
|
|
2023
Q1 | $2.47K | Hold |
98
| – | – | ﹤0.01% | 926 |
|
|
2022
Q4 | $2.41K | Hold |
98
| – | – | ﹤0.01% | 923 |
|
|
2022
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 971 |
|
|
2022
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 905 |
|
|
2022
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 888 |
|
|
2021
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 792 |
|
|
2021
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 774 |
|
|
2021
Q2 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 746 |
|