Seneschal 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
2025
Q2
$599K Buy
23,936
+9,254
+63% +$232K 0.47% 22
2025
Q1
$365K Sell
14,682
-209
-1% -$5.2K 0.31% 26
2024
Q4
$362K Buy
+14,891
New +$362K 0.3% 27