Mather 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
2025
Q2
Sell
-470
Closed -$11.7K 1512
2025
Q1
$11.7K Hold
470
﹤0.01% 1211
2024
Q4
$11.4K Hold
470
﹤0.01% 1214
2024
Q3
$11.9K Sell
470
-52
-10% -$1.32K ﹤0.01% 1149
2024
Q2
$12.8K Buy
522
+50
+11% +$1.23K ﹤0.01% 1384
2024
Q1
$11.7K Buy
+472
New +$11.7K ﹤0.01% 1162
2019
Q4
Sell
-44,866
Closed -$1.25M 175
2019
Q3
$1.25M Buy
+44,866
New +$1.25M 0.09% 49