TLFA
True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
40,302
+36
| +0.1% | +$901 | 0.07% | 37 |
|
|
2025
Q1 | $1M | Buy |
40,266
+12,115
| +43% | +$301K | 0.07% | 35 |
|
|
2024
Q4 | $684K | Buy |
+28,151
| New | +$684K | 0.06% | 29 |
|
|
2022
Q1 | – | Sell |
-303
| Closed | -$17K | – | 248 |
|
|
2021
Q4 | $17K | Hold |
303
| – | – | ﹤0.01% | 587 |
|
|
2021
Q3 | $17K | Hold |
303
| – | – | ﹤0.01% | 589 |
|
|
2021
Q2 | $17K | Hold |
303
| – | – | ﹤0.01% | 527 |
|
|
2021
Q1 | $17K | Hold |
303
| – | – | ﹤0.01% | 586 |
|
|
2020
Q4 | $18K | Buy |
+303
| New | +$18K | ﹤0.01% | 619 |
|