SAI
SCHR

Savvy Advisors Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Savvy Advisors Inc’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.68M Buy
348,606
+181,654
+109% +$4.55M 0.23% 82
2025
Q4 		$4.19M Buy
166,952
+32,987
+25% +$830K 0.14% 116
2025
Q3 		$3.37M Buy
133,965
+68,229
+104% +$1.7M 0.15% 98
2025
Q2 		$1.65M Sell
65,736
-5,119
-7% -$127K 0.11% 139
2025
Q1 		$1.76M Buy
70,855
+9,143
+15% +$224K 0.18% 93
2024
Q4 		$1.5M Sell
61,712
-21,362
-26% -$526K 0.18% 99
2024
Q3 		$2.1M Buy
83,074
+66,016
+387% +$1.65M 0.43% 44
2024
Q2 		$416K Buy
17,058
+2,010
+13% +$48.7K 0.14% 165
2024
Q1 		$369K Buy
15,048
+4,342
+41% +$107K 0.21% 132
2023
Q4 		$266K Buy
+10,706
New +$259K 0.26% 123

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ETC
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MFT
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