Main Street Financial Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-56,382
| Closed | -$1.4M | – | 517 |
|
2023
Q4 | $1.4M | Buy |
+56,382
| New | +$1.4M | 0.18% | 113 |
|
2023
Q1 | – | Sell |
-13,124
| Closed | -$323K | – | 458 |
|
2022
Q4 | $323K | Buy |
+13,124
| New | +$323K | 0.05% | 313 |
|
2022
Q3 | – | Sell |
-35,830
| Closed | -$924K | – | 468 |
|
2022
Q2 | $924K | Buy |
+35,830
| New | +$924K | 0.12% | 160 |
|