Bogart Wealth LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bogart Wealth LLC’s Portfolio SCHR Stock Details SCHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.59K	Buy
2023 Q4	–	Sell
2023 Q3	$275K	Hold
2023 Q2	$283K	Sell
2023 Q1	$313K	Buy
2020 Q4	–	Sell
2020 Q3	$1K	Hold
2020 Q2	$1K	Hold
2020 Q1	$1K	Buy