Vision Capital 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 | – | Sell |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $557K | Sell |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $601K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $558K | Sell |
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|
2021
Q3 | $570K | Sell |
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|
2021
Q2 | $593K | Sell |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $424K | Sell |
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|
2020
Q2 | $521K | Sell |
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|
2020
Q1 | $666K | Sell |
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|
2019
Q4 | $939K | Buy |
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|
2019
Q3 | $742K | Sell |
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|
2019
Q2 | $736K | Buy |
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|
2019
Q1 | $267K | Buy |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $696K | Buy |
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|
2018
Q2 | $528K | Buy |
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|
2018
Q1 | $498K | Buy |
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