Stratos Wealth Partners’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 | $2.87M | Buy |
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2025
Q2 | $2.84M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.02M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $297K | Buy |
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