True Link Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Buy
2025
Q2
$1.01M Buy
2025
Q1
$1M Buy
2024
Q4
$684K Buy
2022
Q1
Sell
2021
Q4
$17K Hold
2021
Q3
$17K Hold
2021
Q2
$17K Hold
2021
Q1
$17K Hold
2020
Q4
$18K Buy