AdvicePeriod’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,744
Closed -$268K 93
2019
Q4
$268K Hold
9,744
0.02% 88
2019
Q3
$271K Sell
9,744
-3,060
-24% -$85.1K 0.03% 85
2019
Q2
$352K Buy
+12,804
New +$352K 0.03% 75