Financial Advocates Investment Management’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
2023 Q2	–	Sell	-69,238	Closed	-$1.75M	–	760
2023 Q1	$1.75M	Sell	69,238 -30,248	-30%	-$763K	0.13%	183
2022 Q4	$2.45M	Buy	99,486 +4,204	+4%	+$103K	0.18%	140
2022 Q3	$2.31M	Buy	+95,282	New	+$2.31M	0.19%	131