SageView Advisory Group’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
Q4
$86.2K Buy
2024
Q2
Sell
2024
Q1
$1.78M Buy
2023
Q4
Sell
2023
Q3
$231K Sell
2023
Q2
$253K Buy
2023
Q1
$253K Sell
2022
Q4
$682K Buy