AWS
Arkfeld Wealth Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
13,831
-21,557
| -61% | -$523K | 0.13% | 76 |
|
|
2025
Q1 | $859K | Sell |
35,388
-43
| -0.1% | -$1.04K | 0.37% | 46 |
|
|
2024
Q4 | $854K | Buy |
35,431
+17,846
| +101% | +$430K | 0.39% | 44 |
|
|
2024
Q3 | $855K | Buy |
17,585
+71
| +0.4% | +$3.45K | 0.41% | 43 |
|
|
2024
Q2 | $842K | Sell |
17,514
-3,919
| -18% | -$189K | 0.43% | 42 |
|
|
2024
Q1 | $1.02M | Sell |
21,433
-4,489
| -17% | -$215K | 0.56% | 36 |
|
|
2023
Q4 | $1.25M | Buy |
25,922
+151
| +0.6% | +$7.31K | 0.82% | 24 |
|
|
2023
Q3 | $1.23M | Buy |
25,771
+145
| +0.6% | +$6.94K | 0.89% | 22 |
|
|
2023
Q2 | $1.23M | Sell |
25,626
-2,368
| -8% | -$114K | 0.89% | 23 |
|
|
2023
Q1 | $1.36M | Sell |
27,994
-2,095
| -7% | -$102K | 0.97% | 23 |
|
|
2022
Q4 | $1.46M | Sell |
30,089
-3,461
| -10% | -$168K | 0.96% | 27 |
|
|
2022
Q3 | $1.61M | Sell |
33,550
-1,301
| -4% | -$62.5K | 1.12% | 24 |
|
|
2022
Q2 | $1.71M | Buy |
34,851
+9,436
| +37% | +$463K | 1.12% | 23 |
|
|
2022
Q1 | $1.26M | Buy |
25,415
+10,366
| +69% | +$513K | 0.81% | 29 |
|
|
2021
Q4 | $763K | Sell |
15,049
-5,202
| -26% | -$264K | 0.46% | 36 |
|
|
2021
Q3 | $1.04M | Buy |
20,251
+9
| +0% | +$460 | 0.62% | 31 |
|
|
2021
Q2 | $1.04M | Sell |
20,242
-2,956
| -13% | -$151K | 0.63% | 30 |
|
|
2021
Q1 | $1.19M | Sell |
23,198
-9,011
| -28% | -$462K | 0.76% | 29 |
|
|
2020
Q4 | $1.66M | Buy |
32,209
+6,018
| +23% | +$309K | 1.27% | 23 |
|
|
2020
Q3 | $1.35M | Sell |
26,191
-118
| -0.4% | -$6.07K | 1.27% | 22 |
|
|
2020
Q2 | $1.36M | Sell |
26,309
-4,566
| -15% | -$236K | 1.52% | 21 |
|
|
2020
Q1 | $1.6M | Sell |
30,875
-217,491
| -88% | -$11.2M | 2.14% | 15 |
|
|
2019
Q4 | $12.6M | Buy |
+248,366
| New | +$12.6M | 14.33% | 1 |
|