NFP Retirement Inc’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 | $1M | Hold |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $982K | Buy |
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|
2024
Q4 | $953K | Buy |
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|
2024
Q3 | $988K | Buy |
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|
2024
Q2 | $878K | Buy |
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|
2024
Q1 | $875K | Buy |
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|
2023
Q4 | $883K | Sell |
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|
2023
Q3 | $874K | Buy |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $256K | Buy |
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