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

Modern Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$273K Sell
10,890
-497
-4% -$12.4K 0.01% 622
2025
Q1 		$283K Buy
+11,387
New +$283K 0.01% 544