SAG
SageView Advisory Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,764
| Closed | -$1.78M | – | 724 |
|
|
2024
Q1 | $1.78M | Buy |
+24,764
| New | +$1.78M | 0.09% | 124 |
|
|
2023
Q4 | – | Sell |
-4,818
| Closed | -$231K | – | 451 |
|
|
2023
Q3 | $231K | Sell |
4,818
-322
| -6% | -$15.4K | 0.01% | 485 |
|
|
2023
Q2 | $253K | Buy |
5,140
+121
| +2% | +$5.96K | 0.01% | 479 |
|
|
2023
Q1 | $253K | Sell |
5,019
-8,843
| -64% | -$446K | 0.02% | 418 |
|
|
2022
Q4 | $682K | Buy |
+13,862
| New | +$682K | 0.06% | 201 |
|