Stearns Financial Services 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
2020
Q3
$22K Buy
748
+2
+0.3% +$59 ﹤0.01% 188
2020
Q2
$22K Buy
746
+72
+11% +$2.12K ﹤0.01% 175
2020
Q1
$20K Sell
674
-32
-5% -$950 ﹤0.01% 177
2019
Q4
$19K Buy
706
+80
+13% +$2.15K ﹤0.01% 169
2019
Q3
$17K Buy
626
+4
+0.6% +$109 ﹤0.01% 161
2019
Q2
$17K Buy
622
+38
+7% +$1.04K ﹤0.01% 157
2019
Q1
$16K Buy
584
+72
+14% +$1.97K ﹤0.01% 162
2018
Q4
$14K Buy
512
+2
+0.4% +$55 ﹤0.01% 162
2018
Q3
$13K Buy
+510
New +$13K ﹤0.01% 163