PAYA
SCHR icon

Phil A. Younker & Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Phil A. Younker & Associates’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$881K Hold
35,202
– – 0.87% 19
2025
Q1 		$875K Sell
35,202
-4,484
-11% -$111K 0.86% 19
2024
Q4 		$964K Buy
+39,686
New +$964K 0.96% 14