Lake Street Advisors Group’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
2024
Q4
$7.97M Sell
2024
Q3
$11.1M Buy
2024
Q2
$9.49M Sell
2024
Q1
$16M Sell
2023
Q4
$17.2M Sell
2023
Q3
$19.7M Buy
2023
Q2
$20.1M Buy
2023
Q1
$19.7M Buy
2022
Q4
$18.7M Sell
2022
Q3
$20.6M Buy
2022
Q2
$13.2M Buy