Tennessee Valley Asset Management Partners’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 | $7.09M | Sell |
283,377
-51,719
| -15% | -$1.29M | 1.8% | 8 |
|
|
2025
Q1 | $8.33M | Sell |
335,096
-3,174
| -0.9% | -$78.9K | 1.36% | 15 |
|
|
2024
Q4 | $8.22M | Sell |
338,270
-273,550
| -45% | -$6.64M | 1.38% | 15 |
|
|
2024
Q3 | $8.17M | Buy |
611,820
+274,222
| +81% | +$3.66M | 1.35% | 15 |
|
|
2024
Q2 | $8.23M | Buy |
337,598
+296,824
| +728% | +$7.24M | 1.54% | 12 |
|
|
2024
Q1 | $1,000K | Sell |
40,774
-36,686
| -47% | -$900K | 0.24% | 46 |
|
|
2023
Q4 | $1.93M | Buy |
77,460
+38,794
| +100% | +$964K | 0.26% | 51 |
|
|
2023
Q3 | $927K | Buy |
38,666
+5,422
| +16% | +$130K | 0.3% | 46 |
|
|
2023
Q2 | $819K | Buy |
33,244
+1,056
| +3% | +$26K | 0.26% | 49 |
|
|
2023
Q1 | $812K | Sell |
32,188
-4
| -0% | -$101 | 0.26% | 46 |
|
|
2022
Q4 | $792K | Buy |
32,192
+6,632
| +26% | +$163K | 0.28% | 48 |
|
|
2022
Q3 | $628K | Buy |
+25,560
| New | +$628K | 0.25% | 51 |
|