Kennebec Savings Bank’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
Q2
$25.7K Sell
1,027
-14
-1% -$350 0.03% 178
2025
Q1
$25.9K Buy
1,041
+47
+5% +$1.17K 0.03% 175
2024
Q4
$23.9K Hold
994
0.02% 181
2024
Q3
$25.1K Buy
+994
New +$25.1K 0.02% 190