Life Planning Partners’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
2024
Q1
Sell
-260
Closed -$6.46K 204
2023
Q4
$6.46K Buy
+260
New +$6.46K 0.01% 172