Golden State Wealth Management’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
Q1
Sell
-748
Closed -$18.2K 1636
2024
Q4
$18.2K Buy
+748
New +$18.2K ﹤0.01% 787
2019
Q4
Sell
-20
Closed -$1K 744
2019
Q3
$1K Buy
+20
New +$1K ﹤0.01% 1021