Patten & Patten’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 | $279K | Buy |
11,133
+250
| +2% | +$6.26K | 0.02% | 274 |
|
|
2025
Q1 | $271K | Buy |
10,883
+533
| +5% | +$13.3K | 0.02% | 278 |
|
|
2024
Q4 | $251K | Sell |
10,350
-1,648
| -14% | -$40K | 0.02% | 282 |
|
|
2024
Q3 | $304K | Sell |
11,998
-820
| -6% | -$20.7K | 0.02% | 258 |
|
|
2024
Q2 | $313K | Hold |
12,818
| – | – | 0.02% | 253 |
|
|
2024
Q1 | $314K | Buy |
+12,818
| New | +$314K | 0.02% | 254 |
|