San Luis Wealth Advisors’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 Q3	–	Sell	-42,736	Closed	-$1.04M	–	156
2024 Q2	$1.04M	Buy	+42,736	New	+$1.04M	0.25%	47