Wagner Wealth Management’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 | $154 | Sell |
6
-86
| -93% | -$2.21K | ﹤0.01% | 250 |
|
|
2025
Q1 | $2.29K | Buy |
92
+6
| +7% | +$149 | ﹤0.01% | 214 |
|
|
2024
Q4 | $2.08K | Buy |
86
+34
| +65% | +$822 | ﹤0.01% | 217 |
|
|
2024
Q3 | $1.32K | Buy |
52
+6
| +13% | +$152 | ﹤0.01% | 215 |
|
|
2024
Q2 | $1.12K | Buy |
46
+4
| +10% | +$98 | ﹤0.01% | 249 |
|
|
2024
Q1 | $1.03K | Buy |
42
+10
| +31% | +$245 | ﹤0.01% | 242 |
|
|
2023
Q4 | $796 | Buy |
32
+4
| +14% | +$100 | ﹤0.01% | 225 |
|
|
2023
Q3 | $671 | Buy |
28
+24
| +600% | +$575 | ﹤0.01% | 204 |
|
|
2023
Q2 | $99 | Buy |
4
+2
| +100% | +$50 | ﹤0.01% | 217 |
|
|
2023
Q1 | $50 | Hold |
2
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $49 | Buy |
+2
| New | +$49 | ﹤0.01% | 233 |
|