Provence Wealth Management Group’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
2023
Q4
$502K Sell
20,180
-6,210
-24% -$154K 0.27% 81
2023
Q3
$633K Buy
26,390
+17,970
+213% +$431K 0.39% 58
2023
Q2
$207K Buy
+8,420
New +$207K 0.12% 147