Marshall Financial Group (Maryland)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15M | Buy |
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|
2025
Q2 | $14.4M | Sell |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $14.1M | Buy |
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|
2024
Q2 | $13.5M | Buy |
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|
2024
Q1 | $13M | Buy |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $9.94M | Buy |
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|
2022
Q4 | $6.32M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $8.47M | Buy |
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|
2021
Q3 | $5.56M | Buy |
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|
2021
Q2 | $4.86M | Buy |
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|
2021
Q1 | $3.85M | Buy |
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|
2020
Q4 | $3.83M | Buy |
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