Perigon 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
Q3 | $2.1M | Buy |
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|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $463K | Sell |
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|
2023
Q1 | $2.17M | Sell |
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|
2022
Q4 | $9M | Buy |
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|
2022
Q3 | $6.57M | Buy |
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|
2022
Q2 | $664K | Sell |
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|
2022
Q1 | $9.55M | Buy |
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|
2021
Q4 | $6.25M | Buy |
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|
2021
Q3 | $5.86M | Buy |
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|
2021
Q2 | $5.53M | Buy |
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|
2021
Q1 | $4.12M | Buy |
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|
2020
Q4 | $2.8M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $56K | Hold |
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|
2017
Q4 | $57K | Sell |
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|
2017
Q3 | $1.64M | Buy |
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|
2017
Q2 | $981K | Buy |
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|
2017
Q1 | $799K | Sell |
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|
2016
Q4 | $820K | Buy |
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|
2016
Q3 | $783K | Buy |
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|
2016
Q2 | $767K | Sell |
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|
2016
Q1 | $784K | Hold |
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|
2015
Q4 | $926K | Sell |
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|
2015
Q3 | $1.33M | Sell |
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|
2015
Q2 | $1.31M | Buy |
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|
2015
Q1 | $1.02M | Sell |
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|
2014
Q4 | $1.03M | Sell |
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|
2014
Q3 | $1.02M | Buy |
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|
2014
Q2 | $830K | Buy |
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|
2014
Q1 | $721K | Buy |
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|
2013
Q4 | $684K | Buy |
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