ALWM
Andrews Lucia Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$244K | – | 27 |
|
|
2024
Q3 | $244K | Hold |
5,000
| – | – | 0.17% | 26 |
|
|
2024
Q2 | $245K | Hold |
5,000
| – | – | 0.17% | 26 |
|
|
2024
Q1 | $245K | Hold |
5,000
| – | – | 0.17% | 25 |
|
|
2023
Q4 | $249K | Hold |
5,000
| – | – | 0.19% | 25 |
|
|
2023
Q3 | $240K | Hold |
5,000
| – | – | 0.21% | 25 |
|
|
2023
Q2 | $246K | Buy |
+5,000
| New | +$246K | 0.2% | 26 |
|