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Lifeworks Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lifeworks Advisors’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 		$217K Sell
8,682
-133
-2% -$3.33K 0.03% 297
2025
Q1 		$219K Buy
8,815
+460
+6% +$11.4K 0.04% 283
2024
Q4 		$203K Buy
+8,355
New +$203K 0.04% 295