SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $732K | Hold |
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|
2020
Q3 | $737K | Sell |
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|
2020
Q2 | $747K | Sell |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.41M | Sell |
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|
2019
Q1 | $1.39M | Sell |
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|
2018
Q4 | $3.31M | Sell |
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|
2018
Q3 | $4.04M | Buy |
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|
2018
Q2 | $2.22M | Buy |
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