LGWM
Litman Gregory Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,445
| Closed | -$474K | – | 76 |
|
|
2021
Q4 | $474K | Buy |
+8,445
| New | +$474K | 0.08% | 58 |
|
|
2021
Q2 | – | Sell |
-1,195
| Closed | -$67K | – | 171 |
|
|
2021
Q1 | $67K | Hold |
1,195
| – | – | 0.01% | 90 |
|
|
2020
Q4 | $70K | Hold |
1,195
| – | – | 0.01% | 88 |
|
|
2020
Q3 | $70K | Hold |
1,195
| – | – | 0.01% | 84 |
|
|
2020
Q2 | $70K | Hold |
1,195
| – | – | 0.02% | 82 |
|
|
2020
Q1 | $70K | Sell |
1,195
-720
| -38% | -$42.2K | 0.02% | 71 |
|
|
2019
Q4 | $105K | Buy |
+1,915
| New | +$105K | 0.02% | 73 |
|