Glass Jacobson Investment Advisors’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 Q4	–	Sell	-822	Closed	-$19.7K	–	807
2023 Q3	$19.7K	Buy	822 +6	+0.7%	+$144	0.01%	426
2023 Q2	$20.1K	Buy	+816	New	+$20.1K	0.01%	427
2022 Q4	$19.8K	Buy	+806	New	+$19.8K	0.01%	430