Planned Solutions’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
Q4
Sell
-180
Closed -$4.55K 536
2024
Q3
$4.55K Buy
+180
New +$4.55K ﹤0.01% 507