SYM Financial Corp’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
163,660
+36,074
| +28% | +$903K | 0.46% | 21 |
|
|
2025
Q1 | $3.17M | Sell |
127,586
-8,691
| -6% | -$216K | 0.39% | 21 |
|
|
2024
Q4 | $3.31M | Buy |
136,277
+73
| +0.1% | +$1.77K | 0.43% | 21 |
|
|
2024
Q3 | $3.45M | Buy |
136,204
+21,620
| +19% | +$547K | 0.46% | 25 |
|
|
2024
Q2 | $2.79M | Buy |
114,584
+760
| +0.7% | +$18.5K | 0.45% | 19 |
|
|
2024
Q1 | $2.79M | Buy |
113,824
+16,024
| +16% | +$393K | 0.46% | 20 |
|
|
2023
Q4 | $2.43M | Buy |
97,800
+34,556
| +55% | +$859K | 0.39% | 22 |
|
|
2023
Q3 | $1.52M | Buy |
63,244
+30,218
| +91% | +$724K | 0.27% | 26 |
|
|
2023
Q2 | $814K | Buy |
33,026
+142
| +0.4% | +$3.5K | 0.16% | 25 |
|
|
2023
Q1 | $829K | Buy |
32,884
+682
| +2% | +$17.2K | 0.18% | 23 |
|
|
2022
Q4 | $793K | Buy |
32,202
+1,112
| +4% | +$27.4K | 0.19% | 22 |
|
|
2022
Q3 | $764K | Buy |
31,090
+3,752
| +14% | +$92.2K | 0.37% | 25 |
|
|
2022
Q2 | $705K | Buy |
27,338
+5,838
| +27% | +$151K | 0.33% | 23 |
|
|
2022
Q1 | $572K | Buy |
21,500
+7,004
| +48% | +$186K | 0.25% | 22 |
|
|
2021
Q4 | $407K | Buy |
14,496
+1,148
| +9% | +$32.2K | 0.16% | 27 |
|
|
2021
Q3 | $378K | Buy |
13,348
+5,046
| +61% | +$143K | 0.22% | 24 |
|
|
2021
Q2 | $236K | Buy |
8,302
+1,916
| +30% | +$54.5K | 0.13% | 40 |
|
|
2021
Q1 | $180K | Buy |
6,386
+524
| +9% | +$14.8K | 0.1% | 48 |
|
|
2020
Q4 | $171K | Buy |
5,862
+112
| +2% | +$3.27K | 0.13% | 40 |
|
|
2020
Q3 | $169K | Buy |
5,750
+1,964
| +52% | +$57.7K | 0.13% | 35 |
|
|
2020
Q2 | $111K | Buy |
3,786
+3,760
| +14,462% | +$110K | 0.09% | 41 |
|
|
2020
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 68 |
|