Rothschild Investment LLC’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 | $3.76K | Buy |
150
+44
| +42% | +$1.1K | ﹤0.01% | 1651 |
|
|
2025
Q1 | $2.64K | Buy |
106
+10
| +10% | +$249 | ﹤0.01% | 1732 |
|
|
2024
Q4 | $2.33K | Hold |
96
| – | – | ﹤0.01% | 1718 |
|
|
2024
Q3 | $2.43K | Buy |
96
+50
| +109% | +$1.27K | ﹤0.01% | 1628 |
|
|
2024
Q2 | $1.12K | Hold |
46
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q1 | $1.13K | Hold |
46
| – | – | ﹤0.01% | 1255 |
|
|
2023
Q4 | $1.14K | Buy |
+46
| New | +$1.14K | ﹤0.01% | 1188 |
|