Wade Financial Advisory’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
Q1 | $204K | Sell |
8,199
-237
| -3% | -$5.89K | 0.07% | 76 |
|
|
2024
Q4 | $205K | Hold |
8,436
| – | – | 0.07% | 77 |
|
|
2024
Q3 | $213K | Sell |
8,436
-2,700
| -24% | -$68.3K | 0.07% | 80 |
|
|
2024
Q2 | $272K | Sell |
11,136
-1,476
| -12% | -$36K | 0.1% | 68 |
|
|
2024
Q1 | $309K | Buy |
12,612
+24
| +0.2% | +$589 | 0.11% | 64 |
|
|
2023
Q4 | $313K | Buy |
+12,588
| New | +$313K | 0.12% | 65 |
|