ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.35M | Buy |
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|
2021
Q3 | $5.68M | Buy |
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|
2021
Q2 | $4.29M | Buy |
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|
2021
Q1 | $3.08M | Buy |
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|
2020
Q4 | $2.13M | Buy |
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|
2020
Q3 | $1.04M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $257K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $886K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.54M | Buy |
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|
2015
Q2 | $899K | Buy |
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|
2015
Q1 | $531K | Sell |
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|
2014
Q4 | $682K | Buy |
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