TrueWealth Advisors’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
2021
Q3
Sell
-9,476
Closed -$269K 146
2021
Q2
$269K Sell
9,476
-24,526
-72% -$696K 0.16% 106
2021
Q1
$966K Sell
34,002
-45,272
-57% -$1.29M 0.63% 38
2020
Q4
$2.29M Buy
+79,274
New +$2.29M 1.97% 15