Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
|
|||||
|
2025
Q1 | $628K | Buy |
|
|||||
|
2024
Q4 | $557K | Sell |
|
|||||
|
2024
Q3 | $736K | Sell |
|
|||||
|
2024
Q2 | $739K | Sell |
|
|||||
|
2024
Q1 | $12.7M | Buy |
|
|||||
|
2023
Q4 | $12.8M | Sell |
|
|||||
|
2023
Q3 | $13.1M | Sell |
|
|||||
|
2023
Q2 | $13.8M | Sell |
|
|||||
|
2023
Q1 | $15.3M | Sell |
|
|||||
|
2022
Q4 | $15.9M | Sell |
|
|||||
|
2022
Q3 | $17.1M | Sell |
|
|||||
|
2022
Q2 | $20.1M | Sell |
|
|||||
|
2022
Q1 | $22.3M | Sell |
|
|||||
|
2021
Q4 | $24.1M | Buy |
|
|||||
|
2021
Q3 | $7.73M | Sell |
|
|||||
|
2021
Q2 | $24.7M | Buy |
|
|||||
|
2021
Q1 | $23.7M | Buy |
|
|||||
|
2020
Q4 | $23.3M | Sell |
|
|||||
|
2020
Q3 | $23.8M | Buy |
|
|||||
|
2020
Q2 | $23.4M | Buy |
|
|||||
|
2020
Q1 | $22.7M | Buy |
|
|||||
|
2019
Q4 | $20.9M | Buy |
|
|||||
|
2019
Q3 | $18.6M | Buy |
|
|||||
|
2019
Q2 | $15.7M | Buy |
|
|||||
|
2019
Q1 | $11.8M | Buy |
|
|||||
|
2018
Q4 | $5.73M | Buy |
|
|||||
|
2018
Q3 | $4.8M | Buy |
|
|||||
|
2018
Q2 | $3.27M | Buy |
|
|||||
|
2018
Q1 | $3.09M | Buy |
|
|||||
|
2017
Q4 | $2.72M | Buy |
|
|||||
|
2017
Q3 | $2.52M | Sell |
|
|||||
|
2017
Q2 | $2.59M | Sell |
|
|||||
|
2017
Q1 | $3.8M | Buy |
|
|||||
|
2016
Q4 | $2.66M | Buy |
|
|||||
|
2016
Q3 | $2.61M | Buy |
|