LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $13K | Hold |
444
| – | – | 0.01% | 386 |
|
|
2020
Q2 | $13K | Hold |
444
| – | – | 0.01% | 390 |
|
|
2020
Q1 | $13K | Hold |
444
| – | – | 0.01% | 371 |
|
|
2019
Q4 | $12K | Sell |
444
-1,080
| -71% | -$29.2K | 0.01% | 402 |
|
|
2019
Q3 | $42K | Buy |
+1,524
| New | +$42K | 0.02% | 266 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 562 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 546 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 544 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 522 |
|