Tortoise Investment Management’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
Q2 | $2.29M | Buy |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $853K | Buy |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $356K | Sell |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $684K | Buy |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $741K | Sell |
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|
2023
Q1 | $876K | Buy |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $964K | Sell |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $578K | Buy |
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|
2020
Q4 | $205K | Hold |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $513K | Hold |
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|
2019
Q3 | $519K | Sell |
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|
2019
Q2 | $711K | Sell |
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|
2019
Q1 | $933K | Sell |
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|
2018
Q4 | $988K | Buy |
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|
2018
Q3 | $724K | Sell |
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|
2018
Q2 | $762K | Buy |
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|
2018
Q1 | $702K | Buy |
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|
2017
Q4 | $640K | Buy |
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|
2017
Q3 | $311K | Buy |
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|
2017
Q2 | $163K | Hold |
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|
2017
Q1 | $162K | Buy |
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