Aspect Partners’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
2025 Q2	$11.3K	Buy	+451	New	+$11.3K	0.01%	267
2024 Q3	–	Sell	-18,002	Closed	-$439K	–	581
2024 Q2	$439K	Buy	18,002 +92	+0.5%	+$2.24K	0.26%	47
2024 Q1	$439K	Sell	17,910 -200	-1%	-$4.91K	0.35%	45
2023 Q4	$450K	Buy	+18,110	New	+$450K	0.29%	40