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WCG Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

WCG Wealth Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,502
Closed -$622K – 301
2023
Q4 		$622K Buy
+12,502
New +$622K 0.05% 234