Avaii Wealth Management’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
2024
Q3
Sell
-9,224
Closed -$225K 151
2024
Q2
$225K Buy
+9,224
New +$225K 0.12% 132