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