SAI
Savvy Advisors Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
65,736
-5,119
| -7% | -$128K | 0.11% | 139 |
|
|
2025
Q1 | $1.76M | Buy |
70,855
+9,143
| +15% | +$227K | 0.18% | 93 |
|
|
2024
Q4 | $1.5M | Buy |
61,712
+20,175
| +49% | +$490K | 0.18% | 99 |
|
|
2024
Q3 | $2.1M | Buy |
41,537
+33,008
| +387% | +$1.67M | 0.43% | 44 |
|
|
2024
Q2 | $416K | Buy |
8,529
+1,005
| +13% | +$49K | 0.14% | 165 |
|
|
2024
Q1 | $369K | Buy |
7,524
+2,171
| +41% | +$106K | 0.21% | 132 |
|
|
2023
Q4 | $266K | Buy |
+5,353
| New | +$266K | 0.26% | 123 |
|