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

FirstPurpose Wealth’s Portfolio SCHR Stock Details SCHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$548K	Sell
2023 Q4	$634K	Buy
2023 Q3	$515K	Sell
2023 Q2	$552K	Buy
2023 Q1	$404K	Buy
2022 Q4	$277K	Sell
2022 Q3	$398K	Sell
2022 Q2	$427K	Sell
2022 Q1	$597K	Buy
2021 Q4	$466K	Buy