Libra Wealth’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 | $5.07M | Sell |
202,443
-9,674
| -5% | -$242K | 1.66% | 16 |
|
|
2025
Q1 | $5.27M | Sell |
212,117
-36,377
| -15% | -$904K | 1.98% | 13 |
|
|
2024
Q4 | $6.04M | Sell |
248,494
-200
| -0.1% | -$4.86K | 2.35% | 12 |
|
|
2024
Q3 | $6.29M | Hold |
248,694
| – | – | 2.51% | 12 |
|
|
2024
Q2 | $6.06M | Sell |
248,694
-2,176
| -0.9% | -$53.1K | 2.63% | 10 |
|
|
2024
Q1 | $6.15M | Sell |
250,870
-788
| -0.3% | -$19.3K | 2.7% | 8 |
|
|
2023
Q4 | $6.26M | Buy |
251,658
+19,874
| +9% | +$494K | 3.11% | 7 |
|
|
2023
Q3 | $5.56M | Sell |
231,784
-261,472
| -53% | -$6.27M | 3.08% | 7 |
|
|
2023
Q2 | $12.2M | Sell |
493,256
-50,178
| -9% | -$1.24M | 6.64% | 6 |
|
|
2023
Q1 | $13.7M | Buy |
543,434
+2,546
| +0.5% | +$64.2K | 7.94% | 4 |
|
|
2022
Q4 | $13.3M | Buy |
540,888
+4,528
| +0.8% | +$111K | 0.36% | 9 |
|
|
2022
Q3 | $13.2M | Sell |
536,360
-89,678
| -14% | -$2.2M | 8.48% | 3 |
|
|
2022
Q2 | $16.2M | Buy |
+626,038
| New | +$16.2M | 11.56% | 3 |
|