Successful Portfolios’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Successful Portfolios’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Buy	61,151 +1,414	+2%	+$35.4K	0.94%	28
2025 Q1	$1.49M	Buy	59,737 +296	+0.5%	+$7.36K	1.01%	26
2024 Q4	$1.44M	Buy	59,441 +2,923	+5%	+$71K	0.97%	27
2024 Q3	$1.43M	Buy	56,518 +4,954	+10%	+$125K	0.97%	29
2024 Q2	$1.26M	Sell	51,564 -218	-0.4%	-$5.32K	0.88%	32
2024 Q1	$1.27M	Buy	51,782 +3,824	+8%	+$93.8K	0.87%	32
2023 Q4	$1.19M	Buy	47,958 +8,048	+20%	+$200K	0.89%	30
2023 Q3	$957K	Sell	39,910 -98	-0.2%	-$2.35K	0.85%	32
2023 Q2	$986K	Sell	40,008 -9,870	-20%	-$243K	0.85%	29
2023 Q1	$1.26M	Sell	49,878 -1,434	-3%	-$36.2K	0.79%	30
2022 Q4	$1.26M	Buy	51,312 +12,602	+33%	+$310K	0.82%	27
2022 Q3	$951K	Buy	38,710 +2,192	+6%	+$53.9K	0.69%	36
2022 Q2	$942K	Sell	36,518 -3,596	-9%	-$92.8K	0.63%	42
2022 Q1	$1.07M	Sell	40,114 -508	-1%	-$13.5K	0.61%	41
2021 Q4	$1.14M	Sell	40,622 -2,918	-7%	-$81.9K	0.62%	39
2021 Q3	$1.24M	Sell	43,540 -848	-2%	-$24.1K	0.74%	35
2021 Q2	$1.26M	Sell	44,388 -62	-0.1%	-$1.76K	0.76%	33
2021 Q1	$1.25M	Buy	44,450 +1,244	+3%	+$35.1K	0.83%	30
2020 Q4	$1.26M	Buy	43,206 +642	+2%	+$18.7K	0.9%	27
2020 Q3	$1.25M	Buy	42,564 +866	+2%	+$25.4K	1%	25
2020 Q2	$1.23M	Sell	41,698 -4,266	-9%	-$125K	1.08%	22
2020 Q1	$1.35M	Sell	45,964 -27,164	-37%	-$798K	1.37%	16
2019 Q4	$2.01M	Sell	73,128 -4,540	-6%	-$125K	1.79%	7
2019 Q3	$2.16M	Buy	77,668 +31,130	+67%	+$865K	2.03%	6
2019 Q2	$1.28M	Buy	46,538 +6,614	+17%	+$182K	1.37%	15
2019 Q1	$1.07M	Buy	39,924 +5,906	+17%	+$159K	1.17%	17
2018 Q4	$901K	Sell	34,018 -12,146	-26%	-$322K	1.15%	22
2018 Q3	$1.2M	Buy	46,164 +2,416	+6%	+$62.5K	1.3%	18
2018 Q2	$1.15M	Buy	43,748 +6,874	+19%	+$180K	1.34%	18
2018 Q1	$970K	Buy	36,874 +2,812	+8%	+$74K	1.18%	20
2017 Q4	$908K	Buy	+34,062	New	+$908K	1.13%	21