AWA
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Acorn Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,537
Closed -$132K 377
2018
Q2
$132K Buy
2,537
+5
+0.2% +$260 0.11% 150
2018
Q1
$132K Buy
2,532
+8
+0.3% +$417 0.11% 146
2017
Q4
$134K Buy
+2,524
New +$134K 0.12% 139