North Ridge Wealth Advisors’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 | $1.68M | Hold |
67,236
| – | – | 1.03% | 18 |
|
|
2025
Q1 | $1.67M | Sell |
67,236
-262
| -0.4% | -$6.51K | 1.12% | 16 |
|
|
2024
Q4 | $1.64M | Hold |
67,498
| – | – | 1.13% | 17 |
|
|
2024
Q3 | $1.71M | Buy |
67,498
+1,910
| +3% | +$48.3K | 1.16% | 17 |
|
|
2024
Q2 | $1.6M | Buy |
65,588
+6,816
| +12% | +$166K | 1.22% | 17 |
|
|
2024
Q1 | $1.44M | Buy |
58,772
+310
| +0.5% | +$7.6K | 1.12% | 18 |
|
|
2023
Q4 | $1.45M | Buy |
58,462
+13,210
| +29% | +$328K | 1.21% | 17 |
|
|
2023
Q3 | $1.08M | Sell |
45,252
-7,644
| -14% | -$183K | 1.06% | 20 |
|
|
2023
Q2 | $1.3M | Sell |
52,896
-858
| -2% | -$21.1K | 1.25% | 16 |
|
|
2023
Q1 | $1.36M | Buy |
+53,754
| New | +$1.36M | 1.36% | 15 |
|