Rise Advisors’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 | $22K | Buy |
881
+43
| +5% | +$1.08K | 0.01% | 476 |
|
|
2025
Q1 | $20.8K | Buy |
838
+5
| +0.6% | +$124 | 0.01% | 477 |
|
|
2024
Q4 | $20.2K | Buy |
833
+11
| +1% | +$267 | 0.01% | 646 |
|
|
2024
Q3 | $20.8K | Buy |
+822
| New | +$20.8K | 0.01% | 657 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$45 | – | 680 |
|
|
2023
Q3 | $45 | Sell |
2
-106
| -98% | -$2.39K | ﹤0.01% | 640 |
|
|
2023
Q2 | $2.64K | Buy |
108
+2
| +2% | +$49 | ﹤0.01% | 486 |
|
|
2023
Q1 | $2.68K | Hold |
106
| – | – | ﹤0.01% | 535 |
|
|
2022
Q4 | $2.6K | Buy |
106
+2
| +2% | +$49 | ﹤0.01% | 528 |
|
|
2022
Q3 | $3K | Hold |
104
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 515 |
|