WealthCare Investment Partners’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 | $1.64M | Buy |
65,986
+11,159
| +20% | +$277K | 0.59% | 48 |
|
|
2025
Q1 | $1.36M | Sell |
54,827
-8,343
| -13% | -$207K | 0.58% | 51 |
|
|
2024
Q4 | $1.53M | Sell |
63,170
-36,132
| -36% | -$877K | 0.67% | 42 |
|
|
2024
Q3 | $2.47M | Sell |
99,302
-32,164
| -24% | -$801K | 1.08% | 29 |
|
|
2024
Q2 | $3.21M | Sell |
131,466
-2,030
| -2% | -$49.5K | 1.49% | 18 |
|
|
2024
Q1 | $3.27M | Buy |
133,496
+11,338
| +9% | +$278K | 1.58% | 18 |
|
|
2023
Q4 | $3.02M | Buy |
122,158
+5,014
| +4% | +$124K | 1.65% | 14 |
|
|
2023
Q3 | $2.79M | Buy |
117,144
+13,738
| +13% | +$327K | 1.69% | 14 |
|
|
2023
Q2 | $2.53M | Buy |
103,406
+72,694
| +237% | +$1.78M | 1.52% | 16 |
|
|
2023
Q1 | $774K | Buy |
+30,712
| New | +$774K | 0.47% | 57 |
|