MYeCFO’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 | $4.93M | Buy |
192,887
+4,974
| +3% | +$127K | 2.42% | 10 |
|
|
2025
Q1 | $4.67M | Buy |
187,913
+9,614
| +5% | +$239K | 2.47% | 10 |
|
|
2024
Q4 | $4.33M | Sell |
178,299
-8,101
| -4% | -$197K | 2.34% | 10 |
|
|
2024
Q3 | $4.72M | Buy |
186,400
+4,468
| +2% | +$113K | 2.55% | 9 |
|
|
2024
Q2 | $4.44M | Sell |
181,932
-8,246
| -4% | -$201K | 2.56% | 8 |
|
|
2024
Q1 | $4.66M | Buy |
190,178
+5,116
| +3% | +$125K | 2.73% | 7 |
|
|
2023
Q4 | $4.6M | Buy |
185,062
+21,082
| +13% | +$524K | 2.9% | 9 |
|
|
2023
Q3 | $3.92M | Buy |
163,980
+642
| +0.4% | +$15.4K | 2.72% | 10 |
|
|
2023
Q2 | $4.02M | Buy |
163,338
+1,392
| +0.9% | +$34.3K | 2.92% | 8 |
|
|
2023
Q1 | $4.08M | Buy |
161,946
+23,568
| +17% | +$594K | 3.06% | 8 |
|
|
2022
Q4 | $3.41M | Buy |
+138,378
| New | +$3.41M | 2.8% | 9 |
|