AW
Avion Wealth’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 | $19K | Sell |
780
-528
| -40% | -$12.9K | ﹤0.01% | 328 |
|
|
2025
Q1 | $31K | Hold |
1,308
| – | – | 0.01% | 244 |
|
|
2024
Q4 | $31K | Buy |
1,308
+654
| +100% | +$15.5K | 0.01% | 244 |
|
|
2024
Q3 | $32K | Sell |
654
-104
| -14% | -$5.09K | 0.01% | 207 |
|
|
2024
Q2 | $36K | Buy |
758
+753
| +15,060% | +$35.8K | 0.01% | 186 |
|
|
2024
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1314 |
|
|
2023
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 995 |
|
|
2023
Q1 | $0 | Sell |
5
-54
| -92% | – | ﹤0.01% | 744 |
|
|
2022
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 387 |
|
|
2022
Q3 | $3K | Buy |
59
+54
| +1,080% | +$2.75K | ﹤0.01% | 373 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 547 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 429 |
|