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MGO Private Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MGO Private Wealth’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,180
Closed -$568K – 84
2024
Q1 		$568K Hold
23,180
– – 0.36% 44
2023
Q4 		$576K Buy
+23,180
New +$576K 0.4% 38