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

Transform Wealth’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$237K Hold
9,548
– – 0.01% 228
2024
Q4 		$232K Buy
+9,548
New +$232K 0.01% 242