Kozak & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kozak & Associates’s Portfolio SCHR Stock Details SCHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2K	Buy
2024 Q2	–	Hold
2024 Q1	–	Sell
2023 Q4	$8.3K	Hold
2023 Q3	$7.93K	Buy