Lido 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 | $612K | Buy |
24,452
+14,843
| +154% | +$372K | ﹤0.01% | 931 |
|
|
2025
Q1 | $239K | Buy |
+9,609
| New | +$239K | ﹤0.01% | 1209 |
|
|
2024
Q1 | – | Sell |
-44,636
| Closed | -$1.11M | – | 1257 |
|
|
2023
Q4 | $1.11M | Sell |
44,636
-21,246
| -32% | -$528K | 0.01% | 530 |
|
|
2023
Q3 | $1.58M | Buy |
65,882
+4,794
| +8% | +$115K | 0.01% | 394 |
|
|
2023
Q2 | $1.51M | Buy |
61,088
+1,934
| +3% | +$47.7K | 0.01% | 393 |
|
|
2023
Q1 | $1.49M | Sell |
59,154
-6,582
| -10% | -$166K | 0.01% | 366 |
|
|
2022
Q4 | $1.62M | Sell |
65,736
-19,290
| -23% | -$475K | 0.02% | 298 |
|
|
2022
Q3 | $2.09M | Buy |
85,026
+28,336
| +50% | +$696K | 0.03% | 236 |
|
|
2022
Q2 | $1.46M | Buy |
56,690
+6,142
| +12% | +$158K | 0.02% | 245 |
|
|
2022
Q1 | $1.35M | Buy |
+50,548
| New | +$1.35M | 0.02% | 305 |
|
|
2019
Q1 | – | Sell |
-40,910
| Closed | -$1.08M | – | 503 |
|
|
2018
Q4 | $1.08M | Buy |
+40,910
| New | +$1.08M | 0.11% | 109 |
|