Spire Wealth Management’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
Q3 | $2.61M | Sell |
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|
2025
Q2 | $2.67M | Sell |
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|
2025
Q1 | $2.81M | Sell |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $3.13M | Sell |
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|
2024
Q1 | $3.32M | Buy |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $3.31M | Sell |
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|
2023
Q2 | $3.86M | Sell |
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|
2023
Q1 | $4.12M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $4.56M | Sell |
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|
2022
Q1 | $5.16M | Sell |
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|
2021
Q4 | $5.46M | Sell |
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|
2021
Q3 | $6.01M | Buy |
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|
2021
Q2 | $5.94M | Buy |
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|
2021
Q1 | $5.44M | Buy |
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