Accurate Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
37,707
+13,287
| +54% | +$322K | 0.14% | 162 |
|
|
2025
Q1 | $592K | Buy |
+24,420
| New | +$592K | 0.11% | 183 |
|
|
2023
Q4 | – | Sell |
-9,306
| Closed | -$222K | – | 288 |
|
|
2023
Q3 | $222K | Sell |
9,306
-9,314
| -50% | -$222K | 0.07% | 240 |
|
|
2023
Q2 | $448K | Sell |
18,620
-22
| -0.1% | -$529 | 0.14% | 148 |
|
|
2023
Q1 | $454K | Sell |
18,642
-9,428
| -34% | -$230K | 0.16% | 143 |
|
|
2022
Q4 | $680K | Buy |
+28,070
| New | +$680K | 0.25% | 78 |
|