Vise Technologies’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 | $2.86M | Buy |
+114,124
| New | +$2.86M | 0.12% | 187 |
|
|
2024
Q4 | $2.97M | Buy |
122,079
+22,977
| +23% | +$558K | 0.25% | 80 |
|
|
2024
Q3 | $2.51M | Sell |
99,102
-4,592
| -4% | -$116K | 0.32% | 70 |
|
|
2024
Q2 | $2.53M | Buy |
103,694
+19,434
| +23% | +$474K | 0.44% | 51 |
|
|
2024
Q1 | $2.07M | Sell |
84,260
-5,018
| -6% | -$123K | 0.41% | 59 |
|
|
2023
Q4 | $2.22M | Sell |
89,278
-7,156
| -7% | -$178K | 0.48% | 54 |
|
|
2023
Q3 | $2.31M | Buy |
96,434
+29,810
| +45% | +$715K | 0.57% | 41 |
|
|
2023
Q2 | $1.64M | Buy |
66,624
+4,126
| +7% | +$102K | 0.4% | 57 |
|
|
2023
Q1 | $1.58M | Buy |
62,498
+18,164
| +41% | +$458K | 0.42% | 55 |
|
|
2022
Q4 | $1.09M | Sell |
44,334
-7,238
| -14% | -$178K | 0.34% | 69 |
|
|
2022
Q3 | $1.27M | Buy |
51,572
+8,014
| +18% | +$197K | 0.48% | 42 |
|
|
2022
Q2 | $1.12M | Buy |
+43,558
| New | +$1.12M | 0.44% | 55 |
|