WFA of San Diego’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
Q2 | $118K | Buy |
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|
2024
Q3 | $190K | Hold |
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|
2024
Q2 | $183K | Buy |
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|
2023
Q3 | $184K | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $477K | Sell |
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|
2021
Q2 | $515K | Sell |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $58 | Sell |
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|
2020
Q3 | $689K | Buy |
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|
2020
Q2 | $685K | Buy |
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