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Burt Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,000
Closed -$58K 303
2020
Q4
$58K Hold
1,000
0.02% 171
2020
Q3
$59K Buy
+1,000
New +$59K 0.02% 164