WT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.96M | Sell |
199,153
-16,255
| -8% | -$407K | 1.47% | 21 |
|
|
2025
Q4 | $5.4M | Buy |
215,408
+4,040
| +2% | +$102K | 1.55% | 18 |
|
|
2025
Q3 | $5.31M | Sell |
211,368
-48,127
| -19% | -$1.2M | 1.53% | 20 |
|
|
2025
Q2 | $6.5M | Sell |
259,495
-735
| -0.3% | -$18.2K | 1.92% | 17 |
|
|
2025
Q1 | $6.47M | Sell |
260,230
-93,754
| -26% | -$2.3M | 2.1% | 15 |
|
|
2024
Q4 | $8.6M | Sell |
353,984
-384,308
| -52% | -$9.46M | 2.7% | 9 |
|
|
2024
Q3 | $9.19M | Buy |
738,292
+595,726
| +418% | +$14.9M | 2.94% | 8 |
|
|
2024
Q2 | $3.48M | Buy |
142,566
+74,764
| +110% | +$1.81M | 1.19% | 29 |
|
|
2024
Q1 | $1.66M | Buy |
67,802
+47,064
| +227% | +$1.16M | 0.59% | 53 |
|
|
2023
Q4 | $516K | Sell |
20,738
-2,394
| -10% | -$57.8K | 0.2% | 77 |
|
|
2023
Q3 | $554K | Sell |
23,132
-1,214
| -5% | -$29.5K | 0.24% | 74 |
|
|
2023
Q2 | $600K | Sell |
24,346
-1,782
| -7% | -$44.6K | 0.25% | 78 |
|
|
2023
Q1 | $659K | Sell |
26,128
-4,552
| -15% | -$113K | 0.28% | 84 |
|
|
2022
Q4 | $755K | Sell |
30,680
-38,518
| -56% | -$948K | 0.37% | 65 |
|
|
2022
Q3 | $1.7M | Sell |
69,198
-84,734
| -55% | -$2.17M | 0.86% | 32 |
|
|
2022
Q2 | $3.97M | Sell |
153,932
-62,138
| -29% | -$1.61M | 1.96% | 13 |
|
|
2022
Q1 | $5.75M | Buy |
216,070
+48,696
| +29% | +$1.33M | 2.21% | 8 |
|
|
2021
Q4 | $4.7M | Sell |
167,374
-50,762
| -23% | -$1.43M | 1.72% | 14 |
|
|
2021
Q3 | $6.18M | Buy |
218,136
+29,490
| +16% | +$844K | 2.38% | 7 |
|
|
2021
Q2 | $5.36M | Buy |
188,646
+1,466
| +0.8% | +$41.6K | 2.17% | 7 |
|
|
2021
Q1 | $5.28M | Buy |
187,180
+115,262
| +160% | +$3.31M | 2.44% | 6 |
|
|
2020
Q4 | $2.09M | Buy |
71,918
+5,748
| +9% | +$167K | 1.14% | 24 |
|
|
2020
Q3 | $1.94M | Buy |
66,170
+31,062
| +88% | +$912K | 1.29% | 20 |
|
|
2020
Q2 | $1.03M | Sell |
35,108
-39,716
| -53% | -$1.16M | 0.83% | 30 |
|
|
2020
Q1 | $2.2M | Buy |
74,824
+424
| +0.6% | +$12K | 2.32% | 9 |
|
|
2019
Q4 | $2.04M | Buy |
74,400
+6,818
| +10% | +$188K | 1.55% | 16 |
|
|
2019
Q3 | $1.88M | Buy |
+67,582
| New | +$1.87M | 1.63% | 15 |
|
Other funds holding SCHR
ETC
CWA
MFT