SWM
SVA Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $732K | Hold |
12,565
| – | – | 0.06% | 139 |
|
|
2020
Q3 | $737K | Sell |
12,565
-135
| -1% | -$7.92K | 0.07% | 132 |
|
|
2020
Q2 | $747K | Sell |
12,700
-13,137
| -51% | -$773K | 0.08% | 128 |
|
|
2020
Q1 | $1.52M | Buy |
25,837
+748
| +3% | +$44K | 0.17% | 98 |
|
|
2019
Q4 | $1.38M | Sell |
25,089
-315
| -1% | -$17.3K | 0.13% | 112 |
|
|
2019
Q3 | $1.41M | Sell |
25,404
-320
| -1% | -$17.8K | 0.14% | 108 |
|
|
2019
Q2 | $1.41M | Sell |
25,724
-120
| -0.5% | -$6.6K | 0.14% | 110 |
|
|
2019
Q1 | $1.39M | Sell |
25,844
-36,718
| -59% | -$1.97M | 0.13% | 114 |
|
|
2018
Q4 | $3.31M | Sell |
62,562
-15,526
| -20% | -$822K | 0.37% | 63 |
|
|
2018
Q3 | $4.04M | Buy |
78,088
+35,724
| +84% | +$1.85M | 0.41% | 57 |
|
|
2018
Q2 | $2.22M | Buy |
+42,364
| New | +$2.22M | 0.24% | 87 |
|