Koshinski Asset Management’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 | $1.08M | Buy |
43,146
+184
| +0.4% | +$4.61K | 0.08% | 245 |
|
|
2025
Q1 | $1.07M | Buy |
42,962
+281
| +0.7% | +$6.99K | 0.09% | 231 |
|
|
2024
Q4 | $1.04B | Sell |
42,681
-13,195
| -24% | -$321M | 0.09% | 230 |
|
|
2024
Q3 | $1.41M | Buy |
55,876
+3,858
| +7% | +$97.6K | 0.12% | 166 |
|
|
2024
Q2 | $1.27M | Buy |
52,018
+36,618
| +238% | +$895K | 0.12% | 166 |
|
|
2024
Q1 | $378K | Buy |
+15,400
| New | +$378K | 0.04% | 381 |
|
|
2023
Q4 | – | Sell |
-58,374
| Closed | -$1.4M | – | 615 |
|
|
2023
Q3 | $1.4M | Buy |
58,374
+620
| +1% | +$14.9K | 0.16% | 132 |
|
|
2023
Q2 | $1.42M | Buy |
+57,754
| New | +$1.42M | 0.15% | 144 |
|
|
2023
Q1 | – | Sell |
-54,302
| Closed | -$1.34M | – | 620 |
|
|
2022
Q4 | $1.34M | Sell |
54,302
-4,620
| -8% | -$114K | 0.13% | 176 |
|
|
2022
Q3 | $1.45M | Sell |
58,922
-2,314
| -4% | -$56.9K | 0.17% | 144 |
|
|
2022
Q2 | $1.58M | Buy |
61,236
+44
| +0.1% | +$1.14K | 0.16% | 155 |
|
|
2022
Q1 | $1.63M | Buy |
61,192
+290
| +0.5% | +$7.72K | 0.13% | 165 |
|
|
2021
Q4 | $1.71M | Buy |
60,902
+98
| +0.2% | +$2.75K | 0.14% | 159 |
|
|
2021
Q3 | $1.72M | Sell |
60,804
-5,138
| -8% | -$146K | 0.15% | 154 |
|
|
2021
Q2 | $1.88M | Buy |
65,942
+3,584
| +6% | +$102K | 0.24% | 103 |
|
|
2021
Q1 | $1.76M | Sell |
62,358
-4,416
| -7% | -$125K | 0.19% | 134 |
|
|
2020
Q4 | $1.94M | Buy |
66,774
+4,024
| +6% | +$117K | 0.25% | 102 |
|
|
2020
Q3 | $1.83K | Buy |
62,750
+12,688
| +25% | +$371 | 0.25% | 96 |
|
|
2020
Q2 | $1.47M | Buy |
50,062
+5,542
| +12% | +$163K | 0.24% | 110 |
|
|
2020
Q1 | $1.31M | Buy |
44,520
+128
| +0.3% | +$3.76K | 0.27% | 101 |
|
|
2019
Q4 | $1.22M | Buy |
+44,392
| New | +$1.22M | 0.21% | 148 |
|
|
2018
Q4 | – | Sell |
-51,010
| Closed | -$1.32M | – | 495 |
|
|
2018
Q3 | $1.32M | Buy |
+51,010
| New | +$1.32M | 0.19% | 159 |
|