Morton Brown Family Wealth’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	$17.5M	Buy	701,706 +26,372	+4%	+$661K	4.62%	7
2025 Q4	$16.9M	Buy	675,334 +91,143	+16%	+$2.29M	4.61%	7
2025 Q3	$14.7M	Buy	584,191 +34,707	+6%	+$867K	4.21%	7
2025 Q2	$13.8M	Buy	549,484 +52,336	+11%	+$1.3M	4.18%	7
2025 Q1	$12.4M	Buy	497,148 +35,435	+8%	+$868K	4.2%	7
2024 Q4	$11.2M	Buy	461,713 +25,073	+6%	+$617K	3.91%	8
2024 Q3	$11M	Buy	436,640 +32,698	+8%	+$817K	3.93%	8
2024 Q2	$9.95M	Buy	403,942 +27,492	+7%	+$666K	3.93%	8
2024 Q1	$9.23M	Buy	376,450 +8,690	+2%	+$214K	3.81%	9
2023 Q4	$9.14M	Buy	367,760 +19,706	+6%	+$476K	4.01%	8
2023 Q3	$8.34M	Buy	348,054 +17,714	+5%	+$431K	4.27%	8
2023 Q2	$8.14M	Buy	330,340 +25,866	+8%	+$648K	4.35%	7
2023 Q1	$7.68M	Buy	304,474 +29,794	+11%	+$743K	4.58%	8
2022 Q4	$6.76M	Sell	274,680 -9,926	-3%	-$244K	4.61%	8
2022 Q3	$6.99M	Sell	284,606 -4,728	-2%	-$121K	5.57%	6
2022 Q2	$7.46M	Sell	289,334 -2,400	-0.8%	-$62.1K	5.78%	5
2022 Q1	$7.77M	Buy	291,734 +10,704	+4%	+$292K	5.87%	5
2021 Q4	$7.89M	Buy	+281,030	New	+$7.91M	6.04%	5