Wade Financial Advisory’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Wade Financial Advisory’s Portfolio SCHR Stock Details SCHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$204K	Sell
2024 Q4	$205K	Hold
2024 Q3	$213K	Sell
2024 Q2	$272K	Sell
2024 Q1	$309K	Buy
2023 Q4	$313K	Buy