Summit Wealth Group’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
2024 Q4	–	Sell	-9,078	Closed	-$230K	–	101
2024 Q3	$230K	Hold	9,078	–	–	0.07%	91
2024 Q2	$221K	Buy	+9,078	New	+$221K	0.07%	91
2023 Q2	–	Sell	-173,984	Closed	-$2K	–	225
2023 Q1	$2K	Buy	+173,984	New	+$2K	0.05%	102