Leavell Investment Management’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 | $1.2M | Sell |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $736K | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.58M | Buy |
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