Rockbridge Investment Management’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
Q2 | $533K | Sell |
|
|||||
|
2025
Q1 | $530K | Buy |
|
|||||
|
2024
Q4 | $517K | Sell |
|
|||||
|
2024
Q3 | $542K | Sell |
|
|||||
|
2024
Q2 | $551K | Buy |
|
|||||
|
2024
Q1 | $552K | Sell |
|
|||||
|
2023
Q4 | $620K | Sell |
|
|||||
|
2023
Q3 | $611K | Sell |
|
|||||
|
2023
Q2 | $650K | Sell |
|
|||||
|
2023
Q1 | $676K | Sell |
|
|||||
|
2022
Q4 | $665K | Sell |
|
|||||
|
2022
Q3 | $670K | Buy |
|
|||||
|
2022
Q2 | $703K | Sell |
|
|||||
|
2022
Q1 | $725K | Sell |
|
|||||
|
2021
Q4 | $777K | Buy |
|
|||||
|
2021
Q3 | $784K | Sell |
|
|||||
|
2021
Q2 | $789K | Sell |
|
|||||
|
2021
Q1 | $788K | Sell |
|
|||||
|
2020
Q4 | $814K | Sell |
|
|||||
|
2020
Q3 | $825K | Sell |
|
|||||
|
2020
Q2 | $836K | Buy |
|