Oakwell Private Wealth Management’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
Q2 | $8.74M | Buy |
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|
2025
Q1 | $7.92M | Buy |
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|
2024
Q4 | $7.19M | Buy |
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|
2024
Q3 | $6.46M | Sell |
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|
2024
Q2 | $7.55M | Buy |
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|
2024
Q1 | $6.86M | Buy |
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|
2023
Q4 | $6.07M | Buy |
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|
2023
Q3 | $5.43M | Sell |
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|
2023
Q2 | $5.65M | Buy |
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|
2023
Q1 | $5.6M | Buy |
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|
2022
Q4 | $5.4M | Buy |
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|
2022
Q3 | $5.34M | Sell |
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|
2022
Q2 | $5.72M | Sell |
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|
2022
Q1 | $6.12M | Sell |
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|
2021
Q4 | $6.53M | Buy |
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|
2021
Q3 | $6.58M | Buy |
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|
2021
Q2 | $5.73M | Buy |
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|
2021
Q1 | $4.92M | Buy |
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|
2020
Q4 | $4.5M | Buy |
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