Oakwell Private Wealth Management’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	$10.8M	Buy	433,206 +17,218	+4%	+$432K	1.93%	9
2025 Q4	$10.4M	Buy	415,988 +40,061	+11%	+$1.01M	1.95%	10
2025 Q3	$9.45M	Buy	375,927 +26,933	+8%	+$673K	1.9%	9
2025 Q2	$8.74M	Buy	348,994 +30,598	+10%	+$758K	2.01%	9
2025 Q1	$7.92M	Buy	318,396 +22,370	+8%	+$548K	2.19%	9
2024 Q4	$7.19M	Buy	296,026 +40,666	+16%	+$1M	2.02%	12
2024 Q3	$6.46M	Sell	255,360 -54,056	-17%	-$1.35M	1.86%	12
2024 Q2	$7.55M	Buy	309,416 +29,514	+11%	+$715K	2.13%	10
2024 Q1	$6.86M	Buy	279,902 +35,634	+15%	+$876K	2.09%	12
2023 Q4	$6.07M	Buy	244,268 +17,738	+8%	+$429K	2.12%	12
2023 Q3	$5.43M	Sell	226,530 -2,596	-1%	-$63.2K	2.3%	11
2023 Q2	$5.65M	Buy	229,126 +7,160	+3%	+$179K	2.36%	10
2023 Q1	$5.6M	Buy	221,966 +2,780	+1%	+$69.3K	2.55%	12
2022 Q4	$5.4M	Buy	219,186 +1,822	+0.8%	+$44.8K	2.58%	11
2022 Q3	$5.34M	Sell	217,364 -4,458	-2%	-$114K	2.96%	10
2022 Q2	$5.72M	Sell	221,822 -7,912	-3%	-$205K	3.26%	8
2022 Q1	$6.12M	Sell	229,734 -2,714	-1%	-$74.1K	3.08%	9
2021 Q4	$6.53M	Buy	232,448 +440	+0.2%	+$12.4K	3.25%	9
2021 Q3	$6.58M	Buy	232,008 +30,480	+15%	+$872K	3.56%	6
2021 Q2	$5.73M	Buy	201,528 +27,274	+16%	+$774K	3.68%	7
2021 Q1	$4.92M	Buy	174,254 +19,728	+13%	+$566K	3.48%	9
2020 Q4	$4.5M	Buy	+154,526	New	+$4.5M	3.54%	8