PSP
Pacific Sage Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.8M | Sell |
2,627,544
-85,204
| -3% | -$2.13M | 13.06% | 2 |
|
|
2025
Q1 | $67.4M | Buy |
2,712,748
+121,094
| +5% | +$3.01M | 15.18% | 2 |
|
|
2024
Q4 | $63M | Buy |
2,591,654
+1,330,912
| +106% | +$32.3M | 14.36% | 2 |
|
|
2024
Q3 | $63.8M | Sell |
1,260,742
-13,440
| -1% | -$680K | 15.18% | 2 |
|
|
2024
Q2 | $62.1M | Buy |
1,274,182
+35,081
| +3% | +$1.71M | 15.4% | 2 |
|
|
2024
Q1 | $60.8M | Buy |
1,239,101
+5,973
| +0.5% | +$293K | 15.74% | 2 |
|
|
2023
Q4 | $61.3M | Buy |
+1,233,128
| New | +$61.3M | 16.8% | 2 |
|