Beverly Hills Private Wealth’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	$1.51M	Buy	60,253 +14,938	+33%	+$374K	0.28%	95
2025 Q1	$1.13M	Sell	45,315 -59	-0.1%	-$1.47K	0.22%	114
2024 Q4	$1.1M	Buy	+45,374	New	+$1.1M	0.22%	109