MinichMacGregor Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-278
| Closed | -$7K | – | 442 |
|
|
2018
Q3 | $7K | Hold |
278
| – | – | ﹤0.01% | 358 |
|
|
2018
Q2 | $7K | Hold |
278
| – | – | 0.01% | 351 |
|
|
2018
Q1 | $7K | Hold |
278
| – | – | 0.01% | 350 |
|
|
2017
Q4 | $7K | Hold |
278
| – | – | 0.01% | 342 |
|
|
2017
Q3 | $7K | Hold |
278
| – | – | 0.01% | 325 |
|
|
2017
Q2 | $7K | Hold |
278
| – | – | 0.01% | 322 |
|
|
2017
Q1 | $7K | Hold |
278
| – | – | 0.01% | 322 |
|
|
2016
Q4 | $7K | Sell |
278
-130
| -32% | -$3.27K | 0.01% | 316 |
|
|
2016
Q3 | $11K | Hold |
408
| – | – | 0.01% | 254 |
|
|
2016
Q2 | $11K | Hold |
408
| – | – | 0.01% | 248 |
|
|
2016
Q1 | $11K | Sell |
408
-270
| -40% | -$7.28K | 0.01% | 238 |
|
|
2015
Q4 | $18K | Buy |
+678
| New | +$18K | 0.02% | 172 |
|