Morton Brown Family Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
549,484
+52,336
| +11% | +$1.31M | 4.18% | 7 |
|
|
2025
Q1 | $12.4M | Buy |
497,148
+35,435
| +8% | +$881K | 4.2% | 7 |
|
|
2024
Q4 | $11.2M | Buy |
461,713
+25,073
| +6% | +$609K | 3.91% | 8 |
|
|
2024
Q3 | $11M | Buy |
436,640
+32,698
| +8% | +$827K | 3.93% | 8 |
|
|
2024
Q2 | $9.95M | Buy |
403,942
+27,492
| +7% | +$677K | 3.93% | 8 |
|
|
2024
Q1 | $9.23M | Buy |
376,450
+8,690
| +2% | +$213K | 3.81% | 9 |
|
|
2023
Q4 | $9.14M | Buy |
367,760
+19,706
| +6% | +$490K | 4.01% | 8 |
|
|
2023
Q3 | $8.34M | Buy |
348,054
+17,714
| +5% | +$425K | 4.27% | 8 |
|
|
2023
Q2 | $8.14M | Buy |
330,340
+25,866
| +8% | +$637K | 4.35% | 7 |
|
|
2023
Q1 | $7.68M | Buy |
304,474
+29,794
| +11% | +$751K | 4.58% | 8 |
|
|
2022
Q4 | $6.76M | Sell |
274,680
-9,926
| -3% | -$244K | 4.61% | 8 |
|
|
2022
Q3 | $6.99M | Sell |
284,606
-4,728
| -2% | -$116K | 5.57% | 6 |
|
|
2022
Q2 | $7.47M | Sell |
289,334
-2,400
| -0.8% | -$61.9K | 5.78% | 5 |
|
|
2022
Q1 | $7.77M | Buy |
291,734
+10,704
| +4% | +$285K | 5.87% | 5 |
|
|
2021
Q4 | $7.89M | Buy |
+281,030
| New | +$7.89M | 6.04% | 5 |
|