Heritage Wealth Management (Arizona)’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
2022 Q4	$45.4K	Buy	1,842 +920	+100%	+$22.7K	0.01%	511
2022 Q3	$23K	Sell	922 -8,618	-90%	-$215K	0.01%	511
2022 Q2	$246K	Sell	9,540 -1,074	-10%	-$27.7K	0.08%	194
2022 Q1	$283K	Buy	+10,614	New	+$283K	0.08%	206