Sellwood Investment 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
$1.02M Buy
40,611
+2,745
+7% +$68.7K 0.49% 20
2025
Q1
$941K Buy
37,866
+8,682
+30% +$216K 0.49% 17
2024
Q4
$709K Buy
+29,184
New +$709K 0.38% 20