Seneca Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $674K | Sell |
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|
2022
Q2 | $2.73M | Sell |
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|
2022
Q1 | $11.9M | Sell |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $13.1M | Buy |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $10.3M | Buy |
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