Kings Path Partners’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
$500K Sell
19,993
-777
-4% -$19.4K 0.2% 60
2025
Q1
$516K Sell
20,770
-1,248
-6% -$31K 0.25% 53
2024
Q4
$535K Buy
22,018
+1,084
+5% +$26.3K 0.23% 94
2024
Q3
$530K Buy
20,934
+240
+1% +$6.07K 0.22% 94
2024
Q2
$505K Buy
+20,694
New +$505K 0.24% 96