Leading Edge Financial Planning’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
2023
Q3
Sell
-8,294
Closed -$204K 73
2023
Q2
$204K Sell
8,294
-1,048
-11% -$25.8K 0.13% 66
2023
Q1
$236K Buy
9,342
+52
+0.6% +$1.31K 0.17% 61
2022
Q4
$229K Buy
+9,290
New +$229K 0.2% 59