Western 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
2023
Q2
Sell
-9,334
Closed -$235K 669
2023
Q1
$235K Buy
+9,334
New +$235K 0.02% 567
2022
Q4
Sell
-21,216
Closed -$524K 768
2022
Q3
$524K Buy
+21,216
New +$524K 0.03% 467