SWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.73K	Hold	57	–	–	﹤0.01%	680
2023 Q2	$2.81K	Hold	57	–	–	﹤0.01%	653
2023 Q1	$2.88K	Hold	57	–	–	﹤0.01%	594
2022 Q4	$2.81K	Hold	57	–	–	﹤0.01%	1170
2022 Q3	$2.8K	Hold	57	–	–	﹤0.01%	1146
2022 Q2	$2.94K	Hold	57	–	–	﹤0.01%	1131
2022 Q1	$3.04K	Hold	57	–	–	﹤0.01%	1150
2021 Q4	$3.2K	Hold	57	–	–	﹤0.01%	1135
2021 Q3	$3.23K	Hold	57	–	–	﹤0.01%	1116
2021 Q2	$3.24K	Buy	57 +1	+2%	+$57	﹤0.01%	1108
2021 Q1	$3.16K	Hold	56	–	–	﹤0.01%	1075
2020 Q4	$3.26K	Hold	56	–	–	﹤0.01%	1043
2020 Q3	$3.29K	Hold	56	–	–	﹤0.01%	1014
2020 Q2	$3.29K	Hold	56	–	–	﹤0.01%	993
2020 Q1	$3.29K	Hold	56	–	–	﹤0.01%	947
2019 Q4	$3.08K	Hold	56	–	–	﹤0.01%	1011
2019 Q3	$3.11K	Hold	56	–	–	﹤0.01%	1007
2019 Q2	$3.08K	Hold	56	–	–	﹤0.01%	997
2019 Q1	$3.01K	Hold	56	–	–	﹤0.01%	997
2018 Q4	$2.97K	Hold	56	–	–	﹤0.01%	950
2018 Q3	$2.9K	Hold	56	–	–	﹤0.01%	965
2018 Q2	$2.93K	Hold	56	–	–	﹤0.01%	977
2018 Q1	$2.95K	Hold	56	–	–	﹤0.01%	972
2017 Q4	$2.99K	Hold	56	–	–	﹤0.01%	939
2017 Q3	$3.02K	Hold	56	–	–	﹤0.01%	922
2017 Q2	$3.02K	Hold	56	–	–	﹤0.01%	925
2017 Q1	$3K	Hold	56	–	–	﹤0.01%	901
2016 Q4	$2.99K	Hold	56	–	–	﹤0.01%	901
2016 Q3	$3.11K	Hold	56	–	–	﹤0.01%	890
2016 Q2	$3.13K	Hold	56	–	–	﹤0.01%	856
2016 Q1	$3.09K	Buy	+56	New	+$3.09K	﹤0.01%	841