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SeaBridge Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

SeaBridge Investment Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,120,329
Closed -$27.2M – 207
2024
Q4 		$27.2M Buy
1,120,329
+387,831
+53% +$9.42M 5.69% 1
2024
Q3 		$18.5M Buy
+732,498
New +$18.5M 4.53% 2