Wealthcare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.66M | Hold |
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|
2021
Q3 | $1.67M | Hold |
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|
2021
Q2 | $1.68M | Hold |
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|
2021
Q1 | $1.67M | Hold |
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|
2020
Q4 | $1.72M | Sell |
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|
2020
Q3 | $1.74M | Hold |
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|
2020
Q2 | $1.74M | Sell |
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|
2020
Q1 | $1.81M | Sell |
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|
2019
Q4 | $1.85M | Sell |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.99M | Buy |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $2.99M | Buy |
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|
2018
Q3 | $39K | Hold |
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|
2018
Q2 | $39K | Sell |
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|
2018
Q1 | $101K | Hold |
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|
2017
Q4 | $103K | Hold |
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $104K | Hold |
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|
2017
Q1 | $103K | Sell |
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|
2016
Q4 | $1.15M | Buy |
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|
2016
Q3 | $342K | Hold |
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|
2016
Q2 | $344K | Hold |
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|
2016
Q1 | $340K | Buy |
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|
2015
Q4 | $266K | Buy |
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|
2015
Q3 | $66K | Hold |
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|
2015
Q2 | $65K | Hold |
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|
2015
Q1 | $66K | Hold |
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|
2014
Q4 | $65K | Sell |
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|
2014
Q3 | $90K | Hold |
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|
2014
Q2 | $91K | Hold |
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|
2014
Q1 | $90K | Buy |
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