TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,092
| Closed | -$226K | – | 219 |
|
|
2023
Q4 | $226K | Sell |
9,092
-92
| -1% | -$2.29K | 0.02% | 185 |
|
|
2023
Q3 | $220K | Buy |
+9,184
| New | +$220K | 0.03% | 179 |
|
|
2023
Q2 | – | Sell |
-492
| Closed | -$12.4K | – | 1871 |
|
|
2023
Q1 | $12.4K | Hold |
492
| – | – | ﹤0.01% | 952 |
|
|
2022
Q4 | $12.1K | Buy |
+492
| New | +$12.1K | ﹤0.01% | 935 |
|
|
2017
Q3 | – | Sell |
-120
| Closed | -$3K | – | 1377 |
|
|
2017
Q2 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 909 |
|