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