Krilogy Financial’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 | $235K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $331K | Sell |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $482K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $5.36M | Buy |
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|
2019
Q2 | $4.5M | Sell |
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|
2019
Q1 | $9.12M | Buy |
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|
2018
Q4 | $8.15M | Sell |
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|
2018
Q3 | $8.74M | Buy |
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|
2018
Q2 | $8.24M | Buy |
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|
2018
Q1 | $8.13M | Sell |
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|
2017
Q4 | $11.2M | Buy |
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|
2017
Q3 | $10.2M | Buy |
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|
2017
Q2 | $10.1M | Buy |
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|
2017
Q1 | $8.25M | Hold |
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|
2016
Q4 | $8.25M | Buy |
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|
2016
Q3 | $5.57M | Buy |
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|
2016
Q2 | $2.59M | Buy |
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|
2016
Q1 | $1.9M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $525K | Buy |
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