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Novak Financial Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Novak Financial Planning’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		$646K Buy
22,736
+26
+0.1% +$739 0.32% 78
2021
Q1 		$641K Buy
22,710
+12
+0.1% +$339 0.35% 77
2020
Q4 		$661K Buy
+22,698
New +$661K 0.39% 68