Vermillion Wealth Management’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
2025
Q2
$789K Sell
31,528
-7,709
-20% -$193K 0.38% 32
2025
Q1
$975K Sell
39,237
-3,858
-9% -$95.9K 0.29% 49
2024
Q4
$1.05M Buy
+43,095
New +$1.05M 0.54% 31