WAG
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Windsor Advisory Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Windsor Advisory Group’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,616
Closed -$87.8K – 75
2024
Q4 		$87.8K Buy
+3,616
New +$87.8K 0.1% 60