Johnson Financial Group Inc (Wisconsin)’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 | $151 | Buy |
+6
| New | +$151 | ﹤0.01% | 704 |
|
|
2023
Q4 | – | Sell |
-3,638
| Closed | -$87.2K | – | 984 |
|
|
2023
Q3 | $87.2K | Buy |
3,638
+1,024
| +39% | +$24.5K | 0.01% | 324 |
|
|
2023
Q2 | $64.4K | Buy |
2,614
+146
| +6% | +$3.6K | ﹤0.01% | 381 |
|
|
2023
Q1 | $62.2K | Buy |
2,468
+18
| +0.7% | +$454 | ﹤0.01% | 381 |
|
|
2022
Q4 | $60.3K | Buy |
2,450
+20
| +0.8% | +$492 | ﹤0.01% | 330 |
|
|
2022
Q3 | $59K | Sell |
2,430
-328
| -12% | -$7.96K | 0.01% | 340 |
|
|
2022
Q2 | $71K | Sell |
2,758
-3,060
| -53% | -$78.8K | 0.01% | 349 |
|
|
2022
Q1 | $155K | Sell |
5,818
-1,666
| -22% | -$44.4K | 0.01% | 290 |
|
|
2021
Q4 | $210K | Hold |
7,484
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $212K | Hold |
7,484
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $213K | Hold |
7,484
| – | – | 0.01% | 262 |
|
|
2021
Q1 | $211K | Buy |
+7,484
| New | +$211K | 0.01% | 262 |
|