W.H. Cornerstone Investments’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 | $5.04M | Buy |
201,528
+12,161
| +6% | +$304K | 3.2% | 8 |
|
|
2025
Q1 | $4.71M | Buy |
189,367
+13,668
| +8% | +$340K | 3.25% | 8 |
|
|
2024
Q4 | $4.27M | Buy |
175,699
+8,899
| +5% | +$216K | 2.85% | 11 |
|
|
2024
Q3 | $4.22M | Buy |
166,800
+16,532
| +11% | +$418K | 2.85% | 11 |
|
|
2024
Q2 | $3.66M | Buy |
150,268
+39,594
| +36% | +$965K | 2.6% | 11 |
|
|
2024
Q1 | $2.71M | Buy |
110,674
+53,474
| +93% | +$1.31M | 1.96% | 12 |
|
|
2023
Q4 | $1.42M | Buy |
+57,200
| New | +$1.42M | 1.13% | 20 |
|