Simplicity Wealth’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
2022 Q4	–	Sell	-11,702	Closed	-$287K	–	79
2022 Q3	$287K	Buy	11,702 +2	+0%	+$49	0.39%	56
2022 Q2	$302K	Sell	11,700 -12,632	-52%	-$326K	0.44%	47
2022 Q1	$648K	Sell	24,332 -12,100	-33%	-$322K	0.63%	41
2021 Q4	$1.02M	Buy	+36,432	New	+$1.02M	0.55%	41