XY Planning Network’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
$397K Buy
15,867
+5,499
+53% +$138K 0.14% 120
2025
Q1
$258K Buy
+10,368
New +$258K 0.17% 89