Bridge Advisory’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
2023
Q1
Sell
-42,852
Closed -$1.05M 134
2022
Q4
$1.05M Buy
42,852
+23,764
+124% +$585K 0.44% 52
2022
Q3
$469K Buy
19,088
+58
+0.3% +$1.43K 0.23% 73
2022
Q2
$491K Buy
+19,030
New +$491K 0.24% 68