KWM
Kingsview Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
93,456
-1,965
| -2% | -$49.2K | 0.04% | 406 |
|
|
2025
Q1 | $2.37M | Sell |
95,421
-4,572
| -5% | -$114K | 0.04% | 356 |
|
|
2024
Q4 | $2.43M | Sell |
99,993
-41,570
| -29% | -$1.01M | 0.05% | 345 |
|
|
2024
Q3 | $7.16M | Sell |
141,563
-33,332
| -19% | -$1.69M | 0.15% | 148 |
|
|
2024
Q2 | $8.53M | Sell |
174,895
-2,674
| -2% | -$130K | 0.2% | 101 |
|
|
2024
Q1 | $8.71M | Sell |
177,569
-2,795
| -2% | -$137K | 0.22% | 100 |
|
|
2023
Q4 | $8.97M | Sell |
180,364
-23,787
| -12% | -$1.18M | 0.27% | 84 |
|
|
2023
Q3 | $9.79M | Sell |
204,151
-4,976
| -2% | -$239K | 0.35% | 62 |
|
|
2023
Q2 | $10.3M | Sell |
209,127
-6,039
| -3% | -$298K | 0.4% | 50 |
|
|
2023
Q1 | $10.9M | Sell |
215,166
-9,513
| -4% | -$480K | 0.46% | 50 |
|
|
2022
Q4 | $11.1M | Sell |
224,679
-6,361
| -3% | -$313K | 0.48% | 43 |
|
|
2022
Q3 | $11.4M | Sell |
231,040
-14,134
| -6% | -$695K | 0.54% | 34 |
|
|
2022
Q2 | $12.7M | Buy |
245,174
+7,699
| +3% | +$397K | 0.61% | 29 |
|
|
2022
Q1 | $12.6M | Sell |
237,475
-35,212
| -13% | -$1.88M | 0.56% | 34 |
|
|
2021
Q4 | $15.3M | Sell |
272,687
-446
| -0.2% | -$25K | 0.64% | 30 |
|
|
2021
Q3 | $15.5M | Buy |
273,133
+28,144
| +11% | +$1.6M | 0.73% | 24 |
|
|
2021
Q2 | $13.9M | Sell |
244,989
-23,190
| -9% | -$1.32M | 0.69% | 25 |
|
|
2021
Q1 | $15.1M | Buy |
268,179
+105,662
| +65% | +$5.97M | 0.86% | 14 |
|
|
2020
Q4 | $9.46M | Sell |
162,517
-10,751
| -6% | -$626K | 0.69% | 26 |
|
|
2020
Q3 | $10.2M | Buy |
173,268
+42,731
| +33% | +$2.51M | 0.91% | 15 |
|
|
2020
Q2 | $7.67M | Buy |
130,537
+8,725
| +7% | +$513K | 0.77% | 21 |
|
|
2020
Q1 | $7.16M | Sell |
121,812
-11,188
| -8% | -$658K | 0.97% | 18 |
|
|
2019
Q4 | $7.31M | Buy |
133,000
+54,181
| +69% | +$2.98M | 0.92% | 14 |
|
|
2019
Q3 | $4.38M | Buy |
78,819
+16,926
| +27% | +$940K | 0.69% | 37 |
|
|
2019
Q2 | $3.4M | Buy |
61,893
+10,959
| +22% | +$602K | 0.57% | 50 |
|
|
2019
Q1 | $2.74M | Buy |
50,934
+7,118
| +16% | +$383K | 0.42% | 63 |
|
|
2018
Q4 | $2.32M | Buy |
43,816
+9,998
| +30% | +$529K | 0.51% | 58 |
|
|
2018
Q3 | $1.75M | Buy |
33,818
+4,480
| +15% | +$232K | 0.36% | 86 |
|
|
2018
Q2 | $1.54M | Buy |
29,338
+2,784
| +10% | +$146K | 0.37% | 85 |
|
|
2018
Q1 | $1.4M | Buy |
26,554
+4,935
| +23% | +$259K | 0.35% | 81 |
|
|
2017
Q4 | $1.15M | Buy |
21,619
+2,054
| +10% | +$110K | 0.41% | 65 |
|
|
2017
Q3 | $1.06M | Buy |
19,565
+877
| +5% | +$47.3K | 0.46% | 60 |
|
|
2017
Q2 | $1.01M | Buy |
18,688
+1,204
| +7% | +$65K | 0.52% | 57 |
|
|
2017
Q1 | $937K | Buy |
+17,484
| New | +$937K | 0.56% | 56 |
|