Roble Belko & Company’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 | $36K | Hold |
1,444
| – | – | 0.01% | 199 |
|
|
2025
Q1 | $36K | Sell |
1,444
-3,694
| -72% | -$92.1K | 0.01% | 187 |
|
|
2024
Q4 | $125K | Buy |
5,138
+1,444
| +39% | +$35.1K | 0.02% | 126 |
|
|
2024
Q3 | $93K | Hold |
3,694
| – | – | 0.01% | 139 |
|
|
2024
Q2 | $90K | Buy |
3,694
+1,376
| +59% | +$33.5K | 0.02% | 144 |
|
|
2024
Q1 | $57K | Hold |
2,318
| – | – | 0.01% | 167 |
|
|
2023
Q4 | $58K | Sell |
2,318
-2,106
| -48% | -$52.7K | 0.01% | 153 |
|
|
2023
Q3 | $106K | Buy |
+4,424
| New | +$106K | 0.02% | 117 |
|