Hutchinson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
67,675
+18,784
| +38% | +$470K | 0.31% | 41 |
|
|
2025
Q1 | $1.22M | Hold |
48,891
| – | – | 0.23% | 47 |
|
|
2024
Q4 | $1.19M | Sell |
48,891
-635
| -1% | -$15.4K | 0.22% | 48 |
|
|
2024
Q3 | $1.25M | Buy |
49,526
+1,576
| +3% | +$39.9K | 0.24% | 45 |
|
|
2024
Q2 | $1.17M | Hold |
47,950
| – | – | 0.24% | 43 |
|
|
2024
Q1 | $1.18M | Sell |
47,950
-3,658
| -7% | -$89.7K | 0.24% | 42 |
|
|
2023
Q4 | $1.28M | Buy |
51,608
+3,658
| +8% | +$90.9K | 0.28% | 43 |
|
|
2023
Q3 | $1.15M | Buy |
47,950
+86
| +0.2% | +$2.06K | 0.27% | 42 |
|
|
2023
Q2 | $1.18M | Hold |
47,864
| – | – | 0.28% | 40 |
|
|
2023
Q1 | $1.21M | Hold |
47,864
| – | – | 0.31% | 35 |
|
|
2022
Q4 | $1.18M | Hold |
47,864
| – | – | 0.3% | 36 |
|
|
2022
Q3 | $1.18M | Hold |
47,864
| – | – | 0.32% | 35 |
|
|
2022
Q2 | $1.24M | Buy |
47,864
+2,716
| +6% | +$70.1K | 0.32% | 33 |
|
|
2022
Q1 | $1.2M | Buy |
45,148
+7,880
| +21% | +$210K | 0.28% | 35 |
|
|
2021
Q4 | $1.05M | Sell |
37,268
-352
| -0.9% | -$9.88K | 0.23% | 37 |
|
|
2021
Q3 | $1.07M | Buy |
37,620
+2,374
| +7% | +$67.3K | 0.26% | 35 |
|
|
2021
Q2 | $1M | Buy |
35,246
+774
| +2% | +$22K | 0.25% | 35 |
|
|
2021
Q1 | $972K | Buy |
34,472
+258
| +0.8% | +$7.28K | 0.24% | 35 |
|
|
2020
Q4 | $996K | Buy |
+34,214
| New | +$996K | 0.26% | 36 |
|