JSA

Jacobson & Schmitt Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.39M	Buy	+95,447	New	+$2.39M	0.42%	40
2025 Q1	–	Sell	-152,971	Closed	-$3.72M	–	73
2024 Q4	$3.72M	Buy	152,971 +101,026	+194%	+$2.45M	0.72%	37
2024 Q3	$2.63M	Buy	+51,945	New	+$2.63M	0.54%	38