TWM
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TSA Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

TSA Wealth Management’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
Q2 		– Sell
-16,994
Closed -$417K – 68
2024
Q1 		$417K Hold
16,994
– – 0.18% 41
2023
Q4 		$422K Buy
+16,994
New +$422K 0.2% 38