Spire Wealth 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 | $2.67M | Sell |
106,496
-6,427
| -6% | -$161K | 0.1% | 181 |
|
|
2025
Q1 | $2.81M | Sell |
112,923
-10,180
| -8% | -$253K | 0.09% | 214 |
|
|
2024
Q4 | $2.99M | Sell |
123,103
-3,495
| -3% | -$84.9K | 0.09% | 186 |
|
|
2024
Q3 | $3.2M | Sell |
126,598
-1,676
| -1% | -$42.4K | 0.11% | 156 |
|
|
2024
Q2 | $3.13M | Sell |
128,274
-7,176
| -5% | -$175K | 0.11% | 175 |
|
|
2024
Q1 | $3.32M | Buy |
135,450
+1,084
| +0.8% | +$26.6K | 0.06% | 191 |
|
|
2023
Q4 | $3.31M | Sell |
134,366
-3,680
| -3% | -$90.7K | 0.11% | 184 |
|
|
2023
Q3 | $3.31M | Sell |
138,046
-18,696
| -12% | -$448K | 0.13% | 179 |
|
|
2023
Q2 | $3.86M | Sell |
156,742
-6,726
| -4% | -$166K | 0.14% | 136 |
|
|
2023
Q1 | $4.12M | Buy |
163,468
+93,578
| +134% | +$2.36M | 0.16% | 125 |
|
|
2022
Q4 | $1.72M | Buy |
69,890
+96
| +0.1% | +$2.36K | 0.1% | 167 |
|
|
2022
Q3 | $1.72M | Sell |
69,794
-107,020
| -61% | -$2.63M | 0.1% | 147 |
|
|
2022
Q2 | $4.56M | Sell |
176,814
-16,952
| -9% | -$437K | 0.19% | 127 |
|
|
2022
Q1 | $5.16M | Sell |
193,766
-940
| -0.5% | -$25K | 0.14% | 151 |
|
|
2021
Q4 | $5.47M | Sell |
194,706
-17,774
| -8% | -$499K | 0.12% | 167 |
|
|
2021
Q3 | $6.01M | Buy |
212,480
+3,722
| +2% | +$105K | 0.16% | 146 |
|
|
2021
Q2 | $5.94M | Buy |
208,758
+15,808
| +8% | +$449K | 0.16% | 148 |
|
|
2021
Q1 | $5.44M | Buy |
+192,950
| New | +$5.44M | 0.14% | 152 |
|