Ridgewood Investments’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 | – | Sell |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $445K | Hold |
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|
2024
Q1 | $448K | Buy |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $442K | Hold |
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|
2019
Q1 | $433K | Buy |
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|
2018
Q4 | $347K | Hold |
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|
2018
Q3 | $347K | Buy |
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|
2018
Q2 | $345K | Buy |
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