Belpointe Asset 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
2025
Q2
$458K Buy
+18,305
New +$458K 0.02% 605
2023
Q2
Sell
-7,816
Closed -$197K 2854
2023
Q1
$197K Sell
7,816
-10,634
-58% -$268K 0.01% 946
2022
Q4
$454K Buy
+18,450
New +$454K 0.03% 579