Valmark Advisers’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 | $8.45M | Buy |
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|
2025
Q1 | $7.72M | Sell |
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|
2024
Q4 | $7.71M | Buy |
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|
2024
Q3 | $3.82M | Sell |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $3.85M | Buy |
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|
2023
Q4 | $3.87M | Buy |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $3.14M | Buy |
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|
2023
Q1 | $3.14M | Buy |
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|
2022
Q4 | $2.74M | Buy |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $2.06M | Sell |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2M | Buy |
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|
2021
Q1 | $1.98M | Sell |
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|
2020
Q4 | $2.32M | Buy |
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|
2020
Q3 | $2.03M | Buy |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $2.42M | Buy |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $450K | Buy |
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|
2019
Q2 | $438K | Sell |
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|
2019
Q1 | $433K | Sell |
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|
2018
Q4 | $429K | Buy |
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|
2018
Q3 | $417K | Buy |
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|
2018
Q2 | $389K | Buy |
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|
2018
Q1 | $269K | Buy |
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