Pin Oak Investment Advisors’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 | $62K | Buy |
+2,513
| New | +$62K | 0.05% | 177 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$10K | – | 486 |
|
|
2024
Q1 | $10K | Hold |
400
| – | – | 0.01% | 335 |
|
|
2023
Q4 | $10K | Hold |
400
| – | – | 0.01% | 336 |
|
|
2023
Q3 | $10K | Hold |
400
| – | – | 0.01% | 325 |
|
|
2023
Q2 | $10K | Hold |
400
| – | – | 0.01% | 326 |
|
|
2023
Q1 | $10K | Hold |
400
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 294 |
|