LWMI
SCHR icon

Legacy Wealth Management (Idaho)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14
Closed -$349 – 846
2025
Q1 		$349 Buy
+14
New +$349 ﹤0.01% 725