Smartleaf Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Sell |
4,780
-3,269
| -41% | -$81.6K | 0.01% | 798 |
|
|
2025
Q1 | $200K | Buy |
8,049
+3,195
| +66% | +$79.3K | 0.02% | 574 |
|
|
2024
Q4 | $118K | Sell |
4,854
-4
| -0.1% | -$97 | 0.01% | 767 |
|
|
2024
Q3 | $123K | Buy |
4,858
+252
| +5% | +$6.39K | 0.02% | 643 |
|
|
2024
Q2 | $113K | Buy |
4,606
+1,278
| +38% | +$31.2K | 0.02% | 544 |
|
|
2024
Q1 | $81.7K | Buy |
3,328
+1,928
| +138% | +$47.4K | 0.02% | 570 |
|
|
2023
Q4 | $34.8K | Buy |
+1,400
| New | +$34.8K | 0.01% | 588 |
|