LWM
SCHR icon

LBA Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

LBA Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-124
Closed -$7K – 371
2015
Q2 		$7K Sell
124
-70
-36% -$3.95K ﹤0.01% 262
2015
Q1 		$11K Buy
+194
New +$11K 0.01% 232