SWA
Stratos Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.57M | Buy |
342,245
+904
| +0.3% | +$22.6K | 0.45% | 56 |
|
|
2025
Q1 | $8.49M | Sell |
341,341
-141,777
| -29% | -$3.52M | 0.46% | 52 |
|
|
2024
Q4 | $11.7M | Buy |
483,118
+242,974
| +101% | +$5.9M | 0.56% | 43 |
|
|
2024
Q3 | $12.2M | Sell |
240,144
-8,643
| -3% | -$437K | 0.56% | 44 |
|
|
2024
Q2 | $12.1M | Buy |
248,787
+178,762
| +255% | +$8.72M | 0.6% | 40 |
|
|
2024
Q1 | $3.43M | Buy |
70,025
+16,354
| +30% | +$802K | 0.2% | 118 |
|
|
2023
Q4 | $2.67M | Buy |
53,671
+2,079
| +4% | +$103K | 0.15% | 178 |
|
|
2023
Q3 | $2.47M | Buy |
51,592
+18,222
| +55% | +$874K | 0.16% | 169 |
|
|
2023
Q2 | $1.64M | Sell |
33,370
-3,154
| -9% | -$155K | 0.12% | 225 |
|
|
2023
Q1 | $1.84M | Sell |
36,524
-25,534
| -41% | -$1.29M | 0.14% | 197 |
|
|
2022
Q4 | $3.06M | Sell |
62,058
-110,093
| -64% | -$5.42M | 0.25% | 113 |
|
|
2022
Q3 | $8.46M | Buy |
172,151
+140,112
| +437% | +$6.89M | 0.89% | 16 |
|
|
2022
Q2 | $1.65M | Buy |
+32,039
| New | +$1.65M | 0.15% | 178 |
|