WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $439K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $215K | Sell |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $722K | Sell |
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|
2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $1.94M | Sell |
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|
2019
Q3 | $10.8M | Buy |
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|
2019
Q2 | $3.58M | Buy |
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|
2019
Q1 | $2.33M | Buy |
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|
2018
Q4 | $865K | Buy |
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|
2018
Q3 | $813K | Buy |
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|
2018
Q2 | $799K | Sell |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $945K | Buy |
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|
2017
Q3 | $918K | Buy |
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|
2017
Q2 | $884K | Sell |
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|
2017
Q1 | $982K | Buy |
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|
2016
Q4 | $249K | Buy |
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