Family Investment Center’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$564K	Buy	22,626 +2,590	+13%	+$64.9K	0.11%	49
2025 Q4	$502K	Buy	20,036 +250	+1%	+$6.29K	0.1%	52
2025 Q3	$497K	Buy	19,786 +191	+1%	+$4.77K	0.1%	54
2025 Q2	$490K	Buy	19,595 +190	+1%	+$4.71K	0.11%	53
2025 Q1	$482K	Buy	19,405 +945	+5%	+$23.1K	0.12%	53
2024 Q4	$448K	Buy	18,460 +226	+1%	+$5.56K	0.11%	55
2024 Q3	$461K	Buy	18,234 +4,524	+33%	+$113K	0.12%	47
2024 Q2	$334K	Buy	13,710 +130	+1%	+$3.15K	0.1%	55
2024 Q1	$333K	Buy	13,580 +82	+0.6%	+$2.02K	0.11%	55
2023 Q4	$336K	Buy	13,498 +156	+1%	+$3.77K	0.17%	44
2023 Q3	$320K	Buy	13,342 +104	+0.8%	+$2.53K	0.19%	40
2023 Q2	$326K	Buy	13,238 +98	+0.7%	+$2.46K	0.21%	37
2023 Q1	$331K	Buy	13,140 +348	+3%	+$8.67K	0.23%	36
2022 Q4	$315K	Buy	+12,792	New	+$315K	0.23%	35