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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$698K	Sell
2025 Q2	$881K	Hold
2025 Q1	$875K	Sell
2024 Q4	$964K	Buy