SFG
SCHR

StrategIQ Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

StrategIQ Financial Group’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,718
Closed -$212K – 201
2019
Q2 		$212K Sell
7,718
-700
-8% -$18.9K 0.06% 186
2019
Q1 		$226K Buy
+8,418
New +$223K 0.07% 174
2018
Q3 		– Sell
-12,730
Closed -$333K – 187
2018
Q2 		$333K Sell
12,730
-68
-0.5% -$1.77K 0.12% 135
2018
Q1 		$337K Hold
12,798
– – 0.13% 118
2017
Q4 		$341K Sell
12,798
-3,218
-20% -$86.3K 0.13% 115
2017
Q3 		$432K Buy
16,016
+166
+1% +$4.5K 0.17% 92
2017
Q2 		$428K Buy
15,850
+396
+3% +$10.7K 0.18% 94
2017
Q1 		$414K Buy
15,454
+412
+3% +$11K 0.19% 88
2016
Q4 		$401K Buy
15,042
+4,980
+49% +$135K 0.2% 84
2016
Q3 		$280K Buy
+10,062
New +$280K 0.15% 94

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BWM
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MIM
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Ameriprise
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