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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
2025
Q1
$924K Buy
2024
Q4
$900K Buy
2024
Q3
$930K Buy
2024
Q2
$892K Buy
2024
Q1
$77.6K Buy