United Capital Financial Advisors’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 | $208K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $267K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $326K | Sell |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $334K | Buy |
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|
2020
Q3 | $326K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $1.49M | Sell |
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|
2018
Q4 | $1.89M | Buy |
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|
2018
Q3 | $1.79M | Sell |
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|
2018
Q2 | $3.35M | Sell |
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|
2018
Q1 | $3.47M | Buy |
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|
2017
Q4 | $3.1M | Buy |
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|
2017
Q3 | $2.01M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $359K | Buy |
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|
2015
Q2 | $213K | Buy |
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|
2015
Q1 | $209K | Sell |
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|
2014
Q4 | $253K | Hold |
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|
2014
Q3 | $249K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $526K | Buy |
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