Dakota Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Dakota Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$457K	Sell
2024 Q4	$460K	Sell
2024 Q3	$510K	Sell
2024 Q2	$522K	Sell
2024 Q1	$573K	Sell
2023 Q4	$630K	Sell
2023 Q3	$624K	Buy