Laurel Wealth Advisors (California)’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
Q1
Sell
-7,160
Closed -$201K 793
2021
Q4
$201K Buy
+7,160
New +$201K 0.02% 759
2020
Q2
Sell
-110,392
Closed -$3.24M 382
2020
Q1
$3.24M Buy
110,392
+19,670
+22% +$578K 0.75% 28
2019
Q4
$2.49M Buy
+90,722
New +$2.49M 0.42% 56