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Portland Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Portland Financial Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$424K Hold
16,924
– – 1.02% 37
2025
Q1 		$421K Buy
16,924
+1,264
+8% +$31.4K 1.08% 35
2024
Q4 		$380K Buy
+15,660
New +$380K 1.02% 36