MWM
SCHR icon

MBE Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MBE Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$590K Buy
23,582
+7,058
+43% +$177K 0.26% 51
2025
Q1 		$411K Buy
+16,524
New +$411K 0.2% 66