Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $454K | Sell |
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|
2025
Q2 | $586K | Buy |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $134K | Buy |
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|
2023
Q4 | $131K | Sell |
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|
2023
Q3 | $136K | Buy |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $122K | Sell |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | $171K | Sell |
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|
2022
Q2 | $193K | Buy |
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|
2022
Q1 | $177K | Buy |
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|
2021
Q4 | $185K | Buy |
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|
2021
Q3 | $175K | Buy |
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|
2021
Q2 | $136K | Sell |
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|
2021
Q1 | $148K | Buy |
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|
2020
Q4 | $150K | Buy |
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|
2020
Q3 | $133K | Buy |
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|
2020
Q2 | $124K | Buy |
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|
2020
Q1 | $123K | Sell |
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|
2019
Q4 | $130K | Sell |
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|
2019
Q3 | $136K | Sell |
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|
2019
Q2 | $161K | Sell |
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|
2019
Q1 | $160K | Buy |
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|
2018
Q4 | $132K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $431K | Buy |
|