Johnson Financial Group LLC (Colorado)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $661K | Buy |
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|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $412K | Buy |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $375K | Sell |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q2 | $387K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $229K | Buy |
|