ORG Partners’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 | $152K | Hold |
6,090
| – | – | 0.03% | 363 |
|
|
2025
Q1 | $151K | Hold |
6,090
| – | – | 0.04% | 319 |
|
|
2024
Q4 | $148K | Hold |
6,090
| – | – | 0.02% | 365 |
|
|
2024
Q3 | $154K | Hold |
6,090
| – | – | 0.02% | 320 |
|
|
2024
Q2 | $147K | Buy |
+6,090
| New | +$147K | 0.02% | 491 |
|
|
2024
Q1 | – | Sell |
-6,090
| Closed | -$151K | – | 998 |
|
|
2023
Q4 | $151K | Sell |
6,090
-12,888
| -68% | -$320K | 0.03% | 335 |
|
|
2023
Q3 | $455K | Hold |
18,978
| – | – | 0.13% | 168 |
|
|
2023
Q2 | $465K | Buy |
+18,978
| New | +$465K | 0.08% | 223 |
|