Shakespeare Wealth Management’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
2021
Q4
Sell
-7,214
Closed -$205K 78
2021
Q3
$205K Buy
+7,214
New +$205K 0.08% 73