TriaGen Wealth Management’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
2023
Q1
Sell
-9,910
Closed -$244K 180
2022
Q4
$244K Buy
+9,910
New +$244K 0.14% 148