Willis Johnson & Associates’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 | $1.48M | Sell |
59,003
-91
| -0.2% | -$2.28K | 0.1% | 58 |
|
|
2025
Q1 | $1.47M | Buy |
59,094
+11,125
| +23% | +$277K | 0.11% | 57 |
|
|
2024
Q4 | $1.17M | Buy |
47,969
+1,885
| +4% | +$45.8K | 0.09% | 59 |
|
|
2024
Q3 | $1.17M | Buy |
46,084
+14,870
| +48% | +$376K | 0.09% | 62 |
|
|
2024
Q2 | $761K | Buy |
+31,214
| New | +$761K | 0.06% | 70 |
|
|
2023
Q4 | – | Sell |
-8,360
| Closed | -$200K | – | 146 |
|
|
2023
Q3 | $200K | Buy |
+8,360
| New | +$200K | 0.02% | 120 |
|