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MONECO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,616
| Closed | -$254K | – | 255 |
|
|
2021
Q4 | $254K | Sell |
4,616
-1,341
| -23% | -$73.8K | 0.1% | 204 |
|
|
2021
Q3 | $338K | Sell |
5,957
-1,665
| -22% | -$94.5K | 0.13% | 165 |
|
|
2021
Q2 | $433K | Sell |
7,622
-772
| -9% | -$43.9K | 0.2% | 118 |
|
|
2021
Q1 | $474K | Buy |
+8,394
| New | +$474K | 0.23% | 104 |
|