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Lockerman Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lockerman Financial Group’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,672
Closed -$256K – 89
2023
Q3 		$256K Hold
10,672
– – 0.69% 55
2023
Q2 		$263K Buy
+10,672
New +$263K 0.73% 50