Christensen King & Associates Investment Services’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 | $5.31M | Sell |
212,328
-2,592
| -1% | -$64.9K | 2.44% | 10 |
|
|
2025
Q1 | $5.31M | Buy |
214,920
+6,116
| +3% | +$151K | 2.52% | 10 |
|
|
2024
Q4 | $5.06M | Buy |
208,804
+29,708
| +17% | +$719K | 2.37% | 10 |
|
|
2024
Q3 | $4.53M | Sell |
179,096
-3,030
| -2% | -$76.7K | 2.13% | 12 |
|
|
2024
Q2 | $4.44M | Sell |
182,126
-4,876
| -3% | -$119K | 2.19% | 11 |
|
|
2024
Q1 | $4.59M | Buy |
187,002
+2,426
| +1% | +$59.5K | 2.29% | 11 |
|
|
2023
Q4 | $4.59M | Buy |
+184,576
| New | +$4.59M | 2.46% | 11 |
|