Mutual Advisors’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	$542K	Buy	21,804 +3,008	+16%	+$74.7K	0.01%	747
2025 Q1	$468K	Buy	+18,796	New	+$468K	0.01%	738
2024 Q1	–	Sell	-11,026	Closed	-$274K	–	1124
2023 Q4	$274K	Buy	+11,026	New	+$274K	0.01%	846