MGO One Seven’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
2025
Q2
$466K Buy
18,631
+3,273
+21% +$81.9K 0.02% 745
2025
Q1
$382K Sell
15,358
-1,185
-7% -$29.5K 0.01% 720
2024
Q4
$402K Sell
16,543
-89,777
-84% -$2.18M 0.02% 711
2024
Q3
$2.69M Buy
106,320
+93,338
+719% +$2.36M 0.12% 202
2024
Q2
$317K Buy
+12,982
New +$317K 0.02% 743
2021
Q3
Sell
-7,572
Closed -$215K 636
2021
Q2
$215K Buy
+7,572
New +$215K 0.03% 534
2019
Q1
Sell
-764
Closed -$20K 1417
2018
Q4
$20K Buy
+764
New +$20K 0.01% 924