Noble 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 | $531K | Buy |
21,196
+18
| +0.1% | +$451 | 0.13% | 52 |
|
|
2025
Q1 | $526K | Sell |
21,178
-30
| -0.1% | -$746 | 0.15% | 48 |
|
|
2024
Q4 | $516K | Sell |
21,208
-220
| -1% | -$5.35K | 0.14% | 48 |
|
|
2024
Q3 | $542K | Hold |
21,428
| – | – | 0.15% | 49 |
|
|
2024
Q2 | $523K | Sell |
21,428
-148
| -0.7% | -$3.61K | 0.15% | 49 |
|
|
2024
Q1 | $529K | Sell |
21,576
-2,164
| -9% | -$53.1K | 0.15% | 49 |
|
|
2023
Q4 | $590K | Sell |
23,740
-2,680
| -10% | -$66.6K | 0.18% | 48 |
|
|
2023
Q3 | $633K | Sell |
26,420
-1,832
| -6% | -$43.9K | 0.21% | 44 |
|
|
2023
Q2 | $696K | Sell |
28,252
-672
| -2% | -$16.6K | 0.23% | 44 |
|
|
2023
Q1 | $729K | Buy |
+28,924
| New | +$729K | 0.25% | 42 |
|