Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $975K | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $463K | Sell |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | $969K | Buy |
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|
2019
Q4 | $885K | Sell |
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|
2019
Q3 | $905K | Buy |
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|
2019
Q2 | $876K | Sell |
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|
2019
Q1 | $871K | Buy |
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|
2018
Q4 | $847K | Buy |
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|
2018
Q3 | $810K | Buy |
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|
2018
Q2 | $779K | Sell |
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|
2018
Q1 | $806K | Sell |
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|
2017
Q4 | $825K | Sell |
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|
2017
Q3 | $853K | Buy |
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|
2017
Q2 | $806K | Buy |
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|
2017
Q1 | $792K | Sell |
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|
2016
Q4 | $799K | Buy |
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|
2016
Q3 | $794K | Buy |
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|
2016
Q2 | $794K | Buy |
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|
2016
Q1 | $751K | Buy |
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|
2015
Q4 | $723K | Sell |
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|
2015
Q3 | $740K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $648K | Buy |
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