AP
SCHR

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

Aspect Partners’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
2025
Q4 		– Sell
-451
Closed -$11.3K – 758
2025
Q3 		$11.3K Hold
451
– – 0.01% 280
2025
Q2 		$11.3K Buy
+451
New +$11.2K 0.01% 267
2024
Q3 		– Sell
-18,002
Closed -$439K – 581
2024
Q2 		$439K Buy
18,002
+92
+0.5% +$2.23K 0.26% 47
2024
Q1 		$439K Sell
17,910
-200
-1% -$4.92K 0.35% 45
2023
Q4 		$450K Buy
+18,110
New +$438K 0.29% 40

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ETC
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CWA
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MFT
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