Moisand Fitzgerald Tamayo’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
Q2 | $81.5M | Buy |
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|
2025
Q1 | $53.1M | Buy |
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|
2024
Q4 | $38.6M | Buy |
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|
2024
Q3 | $38.6M | Buy |
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|
2024
Q2 | $36.4M | Buy |
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|
2024
Q1 | $34.2M | Buy |
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|
2023
Q4 | $31.8M | Buy |
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|
2023
Q3 | $25.5M | Buy |
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|
2023
Q2 | $25.9M | Buy |
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|
2023
Q1 | $25.4M | Buy |
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|
2022
Q4 | $22.7M | Buy |
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|
2022
Q3 | $20.3M | Buy |
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|
2022
Q2 | $21.3M | Buy |
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|
2022
Q1 | $5.12M | Sell |
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|
2021
Q4 | $8.06M | Buy |
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|
2021
Q3 | $7.93M | Buy |
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|
2021
Q2 | $7.94M | Buy |
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|
2021
Q1 | $7.6M | Buy |
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|
2020
Q4 | $7.14M | Buy |
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|
2020
Q3 | $6.48M | Buy |
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|
2020
Q2 | $6.04M | Buy |
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|
2020
Q1 | $5.49M | Sell |
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|
2019
Q4 | $6.22M | Buy |
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|
2019
Q3 | $6.23M | Buy |
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|
2019
Q2 | $6.08M | Buy |
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|
2019
Q1 | $5.88M | Sell |
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|
2018
Q4 | $5.91M | Sell |
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|
2018
Q3 | $6.5M | Buy |
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|
2018
Q2 | $6.24M | Buy |
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|
2018
Q1 | $6.16M | Buy |
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|
2017
Q4 | $5.79M | Buy |
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|
2017
Q3 | $4.94M | Buy |
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|
2017
Q2 | $4.84M | Buy |
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|
2017
Q1 | $4.68M | Buy |
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|
2016
Q4 | $3.77M | Buy |
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|
2016
Q3 | $3.67M | Buy |
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|
2016
Q2 | $3.41M | Buy |
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|
2016
Q1 | $3.02M | Buy |
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|
2015
Q4 | $2.47M | Buy |
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