Andrews Lucia Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Andrews Lucia Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$244K	Hold
2024 Q2	$245K	Hold
2024 Q1	$245K	Hold
2023 Q4	$249K	Hold
2023 Q3	$240K	Hold
2023 Q2	$246K	Buy