LBMC Investment Advisors’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 | $230K | Hold |
9,188
| – | – | 0.02% | 196 |
|
|
2025
Q1 | $228K | Sell |
9,188
-132
| -1% | -$3.28K | 0.02% | 186 |
|
|
2024
Q4 | $226K | Hold |
9,320
| – | – | 0.02% | 181 |
|
|
2024
Q3 | $236K | Hold |
9,320
| – | – | 0.02% | 176 |
|
|
2024
Q2 | $227K | Hold |
9,320
| – | – | 0.02% | 176 |
|
|
2024
Q1 | $229K | Hold |
9,320
| – | – | 0.02% | 166 |
|
|
2023
Q4 | $232K | Hold |
9,320
| – | – | 0.02% | 148 |
|
|
2023
Q3 | $221K | Hold |
9,320
| – | – | 0.02% | 141 |
|
|
2023
Q2 | $230K | Hold |
9,320
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $235K | Hold |
9,320
| – | – | 0.02% | 143 |
|
|
2022
Q4 | $229K | Buy |
9,320
+670
| +8% | +$16.5K | 0.02% | 141 |
|
|
2022
Q3 | $213K | Sell |
8,650
-1,738
| -17% | -$42.8K | 0.02% | 144 |
|
|
2022
Q2 | $268K | Buy |
+10,388
| New | +$268K | 0.03% | 120 |
|