Financial Architects (New Jersey)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Financial Architects (New Jersey)’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
2018 Q2	–	Sell	-312	Closed	-$8K	–	1483
2018 Q1	$8K	Sell	312 -1,790	-85%	-$47K	﹤0.01%	1158
2017 Q4	$56K	Buy	+2,102	New	+$56.4K	0.01%	649
2015 Q3	–	Sell	-270	Closed	-$7K	–	774
2015 Q2	$7K	Sell	270 -38	-12%	-$1.02K	﹤0.01%	878
2015 Q1	$8K	Hold	308	–	–	﹤0.01%	776
2014 Q4	$8K	Hold	308	–	–	﹤0.01%	725
2014 Q3	$8K	Buy	308 +270	+711%	+$7.16K	﹤0.01%	661
2014 Q2	$1K	Buy	+38	New	+$1K	﹤0.01%	888
2013 Q4	–	Sell	-50	Closed	–	–	485
2013 Q3	$0	Buy	+50	New	+$1.31K	﹤0.01%	773

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Wealth Enhancement Advisory Services

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