Private Wealth Management Group’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 | $168K | Hold |
6,710
| – | – | 0.06% | 90 |
|
|
2025
Q1 | $167K | Buy |
6,710
+90
| +1% | +$2.24K | 0.06% | 87 |
|
|
2024
Q4 | $161K | Buy |
6,620
+1,600
| +32% | +$38.9K | 0.06% | 88 |
|
|
2024
Q3 | $127K | Buy |
5,020
+100
| +2% | +$2.53K | 0.05% | 94 |
|
|
2024
Q2 | $120K | Hold |
4,920
| – | – | 0.05% | 96 |
|
|
2024
Q1 | $121K | Sell |
4,920
-306
| -6% | -$7.51K | 0.05% | 91 |
|
|
2023
Q4 | $130K | Buy |
+5,226
| New | +$130K | 0.06% | 85 |
|