Washington Trust Advisors’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 | $245K | Sell |
9,775
-225
| -2% | -$5.63K | 0.02% | 183 |
|
|
2025
Q1 | $249K | Hold |
10,000
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $243K | Sell |
10,000
-1,508
| -13% | -$36.6K | 0.02% | 181 |
|
|
2024
Q3 | $291K | Hold |
11,508
| – | – | 0.03% | 165 |
|
|
2024
Q2 | $281K | Hold |
11,508
| – | – | 0.03% | 164 |
|
|
2024
Q1 | $282K | Hold |
11,508
| – | – | 0.03% | 162 |
|
|
2023
Q4 | $286K | Buy |
+11,508
| New | +$286K | 0.03% | 156 |
|