Mark Sheptoff Financial Planning’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
Q3 | – | Sell |
-130
| Closed | -$3.2K | – | 402 |
|
|
2023
Q2 | $3.2K | Hold |
130
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $3.28K | Hold |
130
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $3.2K | Hold |
130
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $3K | Hold |
130
| – | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $3K | Hold |
130
| – | – | ﹤0.01% | 328 |
|
|
2022
Q1 | $3K | Hold |
130
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 379 |
|
|
2021
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 350 |
|
|
2021
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 328 |
|
|
2020
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 312 |
|
|
2020
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 280 |
|
|
2020
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 309 |
|
|
2020
Q1 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 288 |
|