Simplicity Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Buy
2022
Q4
Sell
2022
Q3
$287K Buy
2022
Q2
$302K Sell
2022
Q1
$648K Sell
2021
Q4
$1.02M Buy