Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 929 |
|
|
2024
Q2 | – | Sell |
-638
| Closed | -$15.6K | – | 878 |
|
|
2024
Q1 | $15.6K | Sell |
638
-168
| -21% | -$4.12K | ﹤0.01% | 536 |
|
|
2023
Q4 | $20K | Buy |
+806
| New | +$20K | ﹤0.01% | 454 |
|
|
2022
Q4 | – | Sell |
-248
| Closed | -$6K | – | 968 |
|
|
2022
Q3 | $6K | Buy |
+248
| New | +$6K | ﹤0.01% | 671 |
|
|
2021
Q2 | – | Sell |
-38
| Closed | -$1K | – | 1084 |
|
|
2021
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 973 |
|
|
2019
Q1 | – | Sell |
-26
| Closed | -$1K | – | 914 |
|
|
2018
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 828 |
|