Morton Brown Family Wealth’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
Q3 | $14.7M | Buy |
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|
2025
Q2 | $13.8M | Buy |
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|
2025
Q1 | $12.4M | Buy |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $9.95M | Buy |
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|
2024
Q1 | $9.23M | Buy |
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|
2023
Q4 | $9.14M | Buy |
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|
2023
Q3 | $8.34M | Buy |
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|
2023
Q2 | $8.14M | Buy |
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|
2023
Q1 | $7.68M | Buy |
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|
2022
Q4 | $6.76M | Sell |
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|
2022
Q3 | $6.99M | Sell |
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|
2022
Q2 | $7.46M | Sell |
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|
2022
Q1 | $7.77M | Buy |
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|
2021
Q4 | $7.89M | Buy |
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