Axxcess Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
+22,608
| New | +$551K | 0.01% | 564 |
|
|
2025
Q1 | – | Sell |
-14,960
| Closed | -$360K | – | 920 |
|
|
2024
Q4 | $360K | Sell |
14,960
-2,150
| -13% | -$51.7K | 0.01% | 623 |
|
|
2024
Q3 | $419K | Sell |
17,110
-800
| -4% | -$19.6K | 0.01% | 590 |
|
|
2024
Q2 | $431K | Sell |
17,910
-768
| -4% | -$18.5K | 0.01% | 556 |
|
|
2024
Q1 | $450K | Sell |
18,678
-1,662
| -8% | -$40.1K | 0.01% | 559 |
|
|
2023
Q4 | $493K | Sell |
20,340
-326
| -2% | -$7.9K | 0.01% | 512 |
|
|
2023
Q3 | $495K | Buy |
+20,666
| New | +$495K | 0.02% | 476 |
|