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Custom Portfolio Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Custom Portfolio Group’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$235K Hold
4,814
– – 0.18% 43
2024
Q1 		$236K Sell
4,814
-50,384
-91% -$2.47M 0.19% 42
2023
Q4 		$2.53M Buy
+55,198
New +$2.53M 2.25% 7