WestHill Financial Advisors’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 | $28.6M | Buy |
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|
2025
Q2 | $26.6M | Buy |
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|
2025
Q1 | $26.2M | Buy |
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|
2024
Q4 | $23.3M | Sell |
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|
2024
Q3 | $25M | Buy |
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|
2024
Q2 | $23.1M | Buy |
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|
2024
Q1 | $22.9M | Buy |
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|
2023
Q4 | $22M | Sell |
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|
2023
Q3 | $22M | Buy |
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|
2023
Q2 | $22.2M | Buy |
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|
2023
Q1 | $22.3M | Buy |
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|
2022
Q4 | $20.6M | Sell |
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|
2022
Q3 | $20.8M | Buy |
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|
2022
Q2 | $21.7M | Sell |
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|
2022
Q1 | $22.7M | Buy |
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