Upper Left Wealth 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 | $3.7M | Buy |
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|
2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $2.61M | Buy |
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|
2024
Q3 | $2.62M | Sell |
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|
2024
Q2 | $3.34M | Sell |
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|
2024
Q1 | $3.41M | Sell |
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|
2023
Q4 | $4.44M | Sell |
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|
2023
Q3 | $6.3M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $440K | Buy |
|