Chancellor Financial Group WB’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
$252K Sell
10,067
-4
-0% -$100 0.19% 106
2025
Q1
$250K Buy
10,071
+2
+0% +$50 0.21% 101
2024
Q4
$245K Buy
+10,069
New +$245K 0.2% 102