MilWealth 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 | $1.93M | Sell |
77,302
-2,271
| -3% | -$56.8K | 0.5% | 15 |
|
|
2025
Q1 | $1.98M | Sell |
79,573
-3,311
| -4% | -$82.3K | 0.54% | 14 |
|
|
2024
Q4 | $2.01M | Buy |
82,884
+3,310
| +4% | +$80.4K | 0.55% | 14 |
|
|
2024
Q3 | $2.01M | Hold |
79,574
| – | – | 0.59% | 15 |
|
|
2024
Q2 | $1.94M | Buy |
79,574
+2
| +0% | +$49 | 0.61% | 15 |
|
|
2024
Q1 | $1.95M | Hold |
79,572
| – | – | 0.62% | 15 |
|
|
2023
Q4 | $1.98M | Buy |
79,572
+76,644
| +2,618% | +$1.91M | 0.66% | 14 |
|
|
2023
Q3 | $70.2K | Buy |
2,928
+122
| +4% | +$2.92K | 0.03% | 33 |
|
|
2023
Q2 | $69.1K | Hold |
2,806
| – | – | 0.03% | 30 |
|
|
2023
Q1 | $70.8K | Hold |
2,806
| – | – | 0.03% | 31 |
|
|
2022
Q4 | $69.1K | Buy |
2,806
+1,886
| +205% | +$46.4K | 0.03% | 31 |
|
|
2022
Q3 | $22.6K | Sell |
920
-6,798
| -88% | -$167K | 0.01% | 42 |
|
|
2022
Q2 | $199K | Sell |
7,718
-23,190
| -75% | -$598K | 0.09% | 23 |
|
|
2022
Q1 | $823K | Sell |
30,908
-160,714
| -84% | -$4.28M | 0.31% | 17 |
|
|
2021
Q4 | $5.38M | Buy |
+191,622
| New | +$5.38M | 1.99% | 11 |
|