Capital Performance Advisors’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	–	Sell	-29,317	Closed	-$729K	–	310
2025 Q1	$729K	Buy	+29,317	New	+$729K	0.16%	72