WAG
Wiser Advisor Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-229
| Closed | -$5.69K | – | 215 |
|
|
2025
Q1 | $5.69K | Buy |
229
+5
| +2% | +$124 | 0.01% | 204 |
|
|
2024
Q4 | $5.44K | Buy |
224
+114
| +104% | +$2.77K | 0.01% | 207 |
|
|
2024
Q3 | $5.56K | Sell |
110
-93
| -46% | -$4.7K | 0.01% | 209 |
|
|
2024
Q2 | $9.86K | Buy |
203
+41
| +25% | +$1.99K | 0.02% | 191 |
|
|
2024
Q1 | $8.04K | Sell |
162
-1
| -0.6% | -$50 | 0.01% | 204 |
|
|
2023
Q4 | $8.11K | Buy |
+163
| New | +$8.11K | 0.01% | 194 |
|