Valeo Financial 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 Q2	–	Sell	-750	Closed	-$21K	–	1480
2021 Q1	$21K	Sell	750 -12	-2%	-$336	﹤0.01%	1083
2020 Q4	$22K	Buy	762 +12	+2%	+$346	﹤0.01%	984
2020 Q3	$22K	Buy	750 +254	+51%	+$7.45K	﹤0.01%	869
2020 Q2	$15K	Buy	+496	New	+$15K	﹤0.01%	1094