LA
LexAurum Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-209,296
| Closed | -$5.08M | – | 360 |
|
|
2024
Q4 | $5.08M | Buy |
209,296
+108,600
| +108% | +$2.64M | 1.01% | 28 |
|
|
2024
Q3 | $5.1M | Buy |
100,696
+15,463
| +18% | +$782K | 1.12% | 23 |
|
|
2024
Q2 | $4.16M | Sell |
85,233
-24,115
| -22% | -$1.18M | 1.01% | 27 |
|
|
2024
Q1 | $5.36M | Sell |
109,348
-11,443
| -9% | -$561K | 1.35% | 17 |
|
|
2023
Q4 | $6.01M | Buy |
120,791
+4,329
| +4% | +$215K | 1.57% | 13 |
|
|
2023
Q3 | $5.58M | Buy |
+116,462
| New | +$5.58M | 1.63% | 13 |
|