TD Private Client Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Buy |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $998K | Buy |
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|
2024
Q3 | $934K | Sell |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.18M | Buy |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q2 | $2.13M | Buy |
|
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $7.33K | Sell |
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|
2022
Q1 | $7.78K | Sell |
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|
2021
Q4 | $11.7K | Buy |
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|
2021
Q3 | $11.2K | Hold |
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|
2021
Q2 | $11.2K | Sell |
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|
2021
Q1 | $27.2K | Buy |
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|
2020
Q4 | $19.7K | Buy |
|