Northwest Wealth Management’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
2024
Q3
Sell
-9,538
Closed -$233K 174
2024
Q2
$233K Hold
9,538
0.06% 148
2024
Q1
$234K Buy
9,538
+1,264
+15% +$31K 0.06% 148
2023
Q4
$206K Buy
+8,274
New +$206K 0.06% 153