RWM
RKL Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Sell |
22,453
-47,551
| -68% | -$1.19M | 0.05% | 121 |
|
|
2025
Q1 | $1.74M | Sell |
70,004
-26,304
| -27% | -$654K | 0.16% | 72 |
|
|
2024
Q4 | $2.34M | Buy |
96,308
+26,733
| +38% | +$649K | 0.21% | 64 |
|
|
2024
Q3 | $3.52M | Sell |
69,575
-1,626
| -2% | -$82.3K | 0.32% | 46 |
|
|
2024
Q2 | $3.47M | Sell |
71,201
-332
| -0.5% | -$16.2K | 0.33% | 42 |
|
|
2024
Q1 | $3.51M | Buy |
71,533
+798
| +1% | +$39.1K | 0.35% | 44 |
|
|
2023
Q4 | $3.52M | Sell |
70,735
-7,531
| -10% | -$374K | 0.38% | 41 |
|
|
2023
Q3 | $3.75M | Buy |
78,266
+279
| +0.4% | +$13.4K | 0.46% | 37 |
|
|
2023
Q2 | $3.84M | Sell |
77,987
-720
| -0.9% | -$35.5K | 0.45% | 37 |
|
|
2023
Q1 | $3.97M | Sell |
78,707
-798
| -1% | -$40.2K | 0.5% | 34 |
|
|
2022
Q4 | $3.91M | Sell |
79,505
-2,044
| -3% | -$101K | 0.52% | 34 |
|
|
2022
Q3 | $4.01M | Sell |
81,549
-2,128
| -3% | -$105K | 0.58% | 33 |
|
|
2022
Q2 | $4.32M | Buy |
83,677
+408
| +0.5% | +$21.1K | 0.59% | 33 |
|
|
2022
Q1 | $4.43M | Sell |
83,269
-1,505
| -2% | -$80.1K | 0.53% | 34 |
|
|
2021
Q4 | $4.76M | Buy |
84,774
+1,281
| +2% | +$71.9K | 0.57% | 33 |
|
|
2021
Q3 | $4.74M | Sell |
83,493
-2,796
| -3% | -$159K | 0.6% | 32 |
|
|
2021
Q2 | $4.91M | Buy |
86,289
+1,566
| +2% | +$89.1K | 0.62% | 32 |
|
|
2021
Q1 | $4.78M | Buy |
84,723
+1,575
| +2% | +$88.8K | 0.64% | 32 |
|
|
2020
Q4 | $4.84M | Sell |
83,148
-357
| -0.4% | -$20.8K | 0.67% | 32 |
|
|
2020
Q3 | $4.9M | Buy |
83,505
+2,202
| +3% | +$129K | 0.78% | 32 |
|
|
2020
Q2 | $4.78M | Sell |
81,303
-1,667
| -2% | -$98K | 0.82% | 31 |
|
|
2020
Q1 | $4.88M | Buy |
82,970
+112
| +0.1% | +$6.58K | 1.02% | 27 |
|
|
2019
Q4 | $4.55M | Buy |
82,858
+675
| +0.8% | +$37.1K | 0.82% | 32 |
|
|
2019
Q3 | $4.56M | Sell |
82,183
-15,673
| -16% | -$870K | 0.87% | 31 |
|
|
2019
Q2 | $5.38M | Buy |
97,856
+2,469
| +3% | +$136K | 0.99% | 29 |
|
|
2019
Q1 | $5.13M | Buy |
95,387
+6,904
| +8% | +$372K | 1% | 27 |
|
|
2018
Q4 | $4.68M | Buy |
88,483
+1,442
| +2% | +$76.3K | 1.08% | 25 |
|
|
2018
Q3 | $4.51M | Buy |
87,041
+11,819
| +16% | +$613K | 0.96% | 28 |
|
|
2018
Q2 | $3.94M | Buy |
75,222
+28,167
| +60% | +$1.48M | 0.89% | 30 |
|
|
2018
Q1 | $2.48M | Buy |
47,055
+25,612
| +119% | +$1.35M | 0.59% | 41 |
|
|
2017
Q4 | $1.14M | Buy |
21,443
+6,287
| +41% | +$335K | 0.28% | 75 |
|
|
2017
Q3 | $817K | Buy |
15,156
+5,772
| +62% | +$311K | 0.23% | 86 |
|
|
2017
Q2 | $503K | Buy |
+9,384
| New | +$503K | 0.16% | 104 |
|