Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.59K | Buy |
+146
| New | +$3.59K | ﹤0.01% | 840 |
|
|
2022
Q1 | – | Sell |
-178
| Closed | -$5K | – | 1008 |
|
|
2021
Q4 | $5K | Sell |
178
-9,866
| -98% | -$277K | ﹤0.01% | 801 |
|
|
2021
Q3 | $285K | Buy |
10,044
+178
| +2% | +$5.05K | 0.02% | 213 |
|
|
2021
Q2 | $281K | Hold |
9,866
| – | – | 0.02% | 219 |
|
|
2021
Q1 | $278K | Sell |
9,866
-936
| -9% | -$26.4K | 0.02% | 209 |
|
|
2020
Q4 | $314K | Buy |
10,802
+44
| +0.4% | +$1.28K | 0.03% | 191 |
|
|
2020
Q3 | $316K | Buy |
10,758
+1,000
| +10% | +$29.4K | 0.03% | 176 |
|
|
2020
Q2 | $287K | Sell |
9,758
-50
| -0.5% | -$1.47K | 0.03% | 174 |
|
|
2020
Q1 | $288K | Sell |
9,808
-52
| -0.5% | -$1.53K | 0.04% | 174 |
|
|
2019
Q4 | $271K | Sell |
9,860
-60
| -0.6% | -$1.65K | 0.03% | 179 |
|
|
2019
Q3 | $276K | Sell |
9,920
-10
| -0.1% | -$278 | 0.03% | 169 |
|
|
2019
Q2 | $273K | Buy |
+9,930
| New | +$273K | 0.03% | 180 |
|
|
2016
Q3 | – | Sell |
-20
| Closed | -$1K | – | 776 |
|
|
2016
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 692 |
|
|
2016
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 708 |
|