Sonora Investment Management Group’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 | $370K | Buy |
14,788
+2,942
| +25% | +$73.6K | 0.03% | 197 |
|
|
2025
Q1 | $294K | Sell |
11,846
-268
| -2% | -$6.66K | 0.02% | 222 |
|
|
2024
Q4 | $294K | Sell |
12,114
-80
| -0.7% | -$1.94K | 0.02% | 219 |
|
|
2024
Q3 | $309K | Buy |
+12,194
| New | +$309K | 0.02% | 217 |
|
|
2023
Q4 | – | Sell |
-10,122
| Closed | -$243K | – | 288 |
|
|
2023
Q3 | $243K | Buy |
+10,122
| New | +$243K | 0.02% | 218 |
|