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

True North Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,077,236
Closed -$26.8M – 211
2023
Q4 		$26.8M Buy
+1,077,236
New +$26.8M 6.88% 3