Balanced Rock Investment Advisors’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 | $1.55M | Buy |
63,582
+214
| +0.3% | +$5.22K | 1.22% | 28 |
|
|
2025
Q1 | $1.54M | Buy |
63,368
+965
| +2% | +$23.5K | 1.23% | 26 |
|
|
2024
Q4 | $1.5M | Buy |
62,403
+4,859
| +8% | +$117K | 1.19% | 27 |
|
|
2024
Q3 | $1.41M | Buy |
57,544
+4,996
| +10% | +$122K | 1.1% | 27 |
|
|
2024
Q2 | $1.26M | Buy |
52,548
+2,906
| +6% | +$69.9K | 1.06% | 28 |
|
|
2024
Q1 | $1.2M | Sell |
49,642
-11,414
| -19% | -$275K | 1.02% | 29 |
|
|
2023
Q4 | $1.48M | Buy |
+61,056
| New | +$1.48M | 1.31% | 22 |
|