Meritage Portfolio Management’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 | $2.87M | Buy |
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|
2025
Q2 | $2.55M | Buy |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $811K | Buy |
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|
2020
Q4 | $805K | Buy |
|