MFC
Morris Financial Concepts’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 | $1.45K | Hold |
58
| – | – | ﹤0.01% | 193 |
|
|
2025
Q1 | $1.44K | Hold |
58
| – | – | ﹤0.01% | 195 |
|
|
2024
Q4 | $1.41K | Buy |
58
+29
| +100% | +$704 | ﹤0.01% | 180 |
|
|
2024
Q3 | $1.47K | Hold |
29
| – | – | ﹤0.01% | 188 |
|
|
2024
Q2 | $1.41K | Hold |
29
| – | – | ﹤0.01% | 157 |
|
|
2024
Q1 | $1.42K | Hold |
29
| – | – | ﹤0.01% | 159 |
|
|
2023
Q4 | $1.44K | Hold |
29
| – | – | ﹤0.01% | 157 |
|
|
2023
Q3 | $1.39K | Hold |
29
| – | – | ﹤0.01% | 147 |
|
|
2023
Q2 | $1.43K | Hold |
29
| – | – | ﹤0.01% | 149 |
|
|
2023
Q1 | $1.46K | Hold |
29
| – | – | ﹤0.01% | 142 |
|
|
2022
Q4 | $1.43K | Hold |
29
| – | – | ﹤0.01% | 133 |
|
|
2022
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 115 |
|
|
2022
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 123 |
|
|
2022
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 113 |
|
|
2021
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 101 |
|