Milestone Investment Advisors’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 | $198K | Sell |
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|
2025
Q2 | $223K | Hold |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $422K | Sell |
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|
2023
Q4 | $745K | Buy |
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|
2023
Q3 | $696K | Sell |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $490K | Buy |
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