MassMutual Private Wealth & Trust’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 | $18M | Buy |
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|
2025
Q2 | $17.6M | Sell |
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|
2025
Q1 | $17.7M | Buy |
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|
2024
Q4 | $17M | Buy |
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|
2024
Q3 | $15.8M | Buy |
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|
2024
Q2 | $6.75M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $16.4M | Sell |
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|
2023
Q3 | $17.2M | Buy |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $9.9M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $45K | Hold |
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|
2020
Q4 | $46K | Sell |
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|
2020
Q3 | $100K | Hold |
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|
2020
Q2 | $101K | Sell |
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|
2020
Q1 | $127K | Sell |
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|
2019
Q4 | $977K | Buy |
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|
2019
Q3 | $938K | Buy |
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|
2019
Q2 | $815K | Buy |
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|
2019
Q1 | $780K | Buy |
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|
2018
Q4 | $605K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $444K | Buy |
|