Morris Financial Concepts’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45K	Hold	58	–	–	﹤0.01%	193
2025 Q4	$1.46K	Hold	58	–	–	﹤0.01%	191
2025 Q3	$1.46K	Hold	58	–	–	﹤0.01%	194
2025 Q2	$1.45K	Hold	58	–	–	﹤0.01%	193
2025 Q1	$1.44K	Hold	58	–	–	﹤0.01%	195
2024 Q4	$1.41K	Hold	58	–	–	﹤0.01%	180
2024 Q3	$1.47K	Hold	58	–	–	﹤0.01%	188
2024 Q2	$1.41K	Hold	58	–	–	﹤0.01%	157
2024 Q1	$1.42K	Hold	58	–	–	﹤0.01%	159
2023 Q4	$1.44K	Hold	58	–	–	﹤0.01%	157
2023 Q3	$1.39K	Hold	58	–	–	﹤0.01%	147
2023 Q2	$1.43K	Hold	58	–	–	﹤0.01%	149
2023 Q1	$1.46K	Hold	58	–	–	﹤0.01%	142
2022 Q4	$1.43K	Hold	58	–	–	﹤0.01%	133
2022 Q3	$1K	Hold	58	–	–	﹤0.01%	115
2022 Q2	$1K	Hold	58	–	–	﹤0.01%	123
2022 Q1	$2K	Hold	58	–	–	﹤0.01%	113
2021 Q4	$2K	Buy	+58	New	+$1.63K	﹤0.01%	101