Resonant Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66.6M | Buy |
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|
2025
Q2 | $58.6M | Buy |
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|
2025
Q1 | $54.2M | Buy |
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|
2024
Q4 | $49M | Buy |
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|
2024
Q3 | $44M | Buy |
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|
2024
Q2 | $37.4M | Buy |
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|
2024
Q1 | $33.6M | Buy |
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|
2023
Q4 | $31M | Buy |
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|
2023
Q3 | $27.5M | Buy |
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|
2023
Q2 | $19.5M | Buy |
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|
2023
Q1 | $17.7M | Buy |
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|
2022
Q4 | $15.9M | Buy |
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|
2022
Q3 | $14.5M | Buy |
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|
2022
Q2 | $9.41M | Sell |
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|
2022
Q1 | $11.9M | Sell |
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|
2021
Q4 | $14.5M | Buy |
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|
2021
Q3 | $13.9M | Sell |
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|
2021
Q2 | $13.9M | Buy |
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|
2021
Q1 | $12.8M | Buy |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $11.2M | Buy |
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|
2020
Q2 | $10.2M | Buy |
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|
2020
Q1 | $6.33M | Buy |
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|
2019
Q4 | $4.87M | Buy |
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