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

Exencial Wealth Advisors’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 Q3	$14.1M	Buy
2025 Q2	$12.5M	Buy
2025 Q1	$10.5M	Buy
2024 Q4	$8.77M	Buy
2024 Q3	$7.8M	Buy
2024 Q2	$6.78M	Buy
2024 Q1	$5.99M	Buy
2023 Q4	$4.82M	Buy
2023 Q3	$261K	Buy