Worth Asset Management’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 | $282K | Sell |
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|
2025
Q2 | $408K | Buy |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $845K | Buy |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $41K | Buy |
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