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Blake Schutter Theil Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.91M Buy
275,878
+17,668
+7% +$442K 7.83% 2
2025
Q1 		$6.42M Buy
258,210
+47,091
+22% +$1.17M 7.29% 2
2024
Q4 		$5.13M Buy
211,119
+112,546
+114% +$2.73M 5.42% 2
2024
Q3 		$4.99M Buy
+98,573
New +$4.99M 3.58% 3