Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-239,948
| Closed | -$5.99M | – | 229 |
|
|
2023
Q1 | $5.99M | Buy |
+239,948
| New | +$5.99M | 1.24% | 23 |
|
|
2021
Q4 | – | Sell |
-92
| Closed | -$3K | – | 920 |
|
|
2021
Q3 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 1026 |
|
|
2020
Q3 | – | Sell |
-604
| Closed | -$18K | – | 945 |
|
|
2020
Q2 | $18K | Buy |
604
+190
| +46% | +$5.66K | 0.01% | 397 |
|
|
2020
Q1 | $12K | Buy |
+414
| New | +$12K | 0.01% | 440 |
|