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Modus Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
172,446
+2,174
| +1% | +$54.4K | 1.28% | 30 |
|
|
2025
Q1 | $4.23M | Sell |
170,272
-4,340
| -2% | -$108K | 1.39% | 29 |
|
|
2024
Q4 | $4.24M | Buy |
174,612
+89,197
| +104% | +$2.17M | 1.33% | 30 |
|
|
2024
Q3 | $4.32M | Buy |
85,415
+2,878
| +3% | +$146K | 1.42% | 29 |
|
|
2024
Q2 | $4.03M | Buy |
82,537
+2,329
| +3% | +$114K | 1.42% | 26 |
|
|
2024
Q1 | $3.93M | Buy |
80,208
+6,925
| +9% | +$340K | 1.46% | 28 |
|
|
2023
Q4 | $3.64M | Buy |
+73,283
| New | +$3.64M | 1.48% | 24 |
|