Foundation Wealth Management (Pennsylvania)’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
2025 Q2	$6.58M	Buy	262,825 +6,956	+3%	+$174K	2.85%	13
2025 Q1	$6.36M	Buy	255,869 +21,291	+9%	+$529K	3.03%	11
2024 Q4	$5.7M	Buy	+234,578	New	+$5.7M	2.76%	12