Milestone Investment Advisors’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 | $223K | Hold |
8,910
| – | – | 0.06% | 79 |
|
|
2025
Q1 | $222K | Hold |
8,910
| – | – | 0.06% | 76 |
|
|
2024
Q4 | $216K | Hold |
8,910
| – | – | 0.06% | 78 |
|
|
2024
Q3 | $225K | Hold |
8,910
| – | – | 0.06% | 77 |
|
|
2024
Q2 | $217K | Sell |
8,910
-8,288
| -48% | -$202K | 0.06% | 74 |
|
|
2024
Q1 | $422K | Sell |
17,198
-12,768
| -43% | -$313K | 0.11% | 57 |
|
|
2023
Q4 | $745K | Buy |
29,966
+944
| +3% | +$23.5K | 0.22% | 49 |
|
|
2023
Q3 | $696K | Sell |
29,022
-344
| -1% | -$8.25K | 0.2% | 52 |
|
|
2023
Q2 | $724K | Buy |
29,366
+9,932
| +51% | +$245K | 0.22% | 47 |
|
|
2023
Q1 | $490K | Buy |
+19,434
| New | +$490K | 0.15% | 58 |
|