WBH Advisory’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
Q3 | $1.44M | Buy |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $213K | Sell |
|
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|
2024
Q3 | $429K | Buy |
|
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|
2024
Q2 | $391K | Buy |
|
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|
2024
Q1 | $348K | Sell |
|
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|
2023
Q4 | $702K | Buy |
|
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $507K | Sell |
|
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|
2023
Q1 | $531K | Buy |
|
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|
2022
Q3 | $5.73M | Sell |
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|
2022
Q2 | $8.43M | Sell |
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|
2022
Q1 | $8.9M | Buy |
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|
2021
Q4 | $4.34M | Buy |
|