WealthGarden F.S.’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
$760K Buy
30,597
+5,100
+20% +$127K 0.63% 48
2025
Q1
$634K Buy
25,497
+4,625
+22% +$115K 0.61% 60
2024
Q4
$507K Buy
20,872
+9,072
+77% +$220K 0.47% 66
2024
Q3
$299K Buy
11,800
+3,354
+40% +$84.9K 0.29% 95
2024
Q2
$206K Buy
+8,446
New +$206K 0.22% 111