Glassman Wealth Services’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
-1,264
Closed -$31.9K 1997
2023
Q1
$31.9K Buy
+1,264
New +$31.9K 0.01% 519
2022
Q1
Sell
-972
Closed -$27K 1911
2021
Q4
$27K Buy
972
+960
+8,000% +$26.7K 0.01% 534
2021
Q3
$0 Buy
+12
New ﹤0.01% 1780