Orion Portfolio Solutions’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
Q1 | $1.69M | Buy |
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|
2024
Q4 | $231K | Sell |
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2024
Q3 | $384K | Buy |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $11.6M | Sell |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $10.1M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $35K | Buy |
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|
2020
Q1 | $5K | Sell |
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|
2019
Q4 | $8K | Buy |
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