Bartlett & Co 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 | $390K | Hold |
15,996
| – | – | 0.01% | 366 |
|
|
2025
Q1 | $389K | Buy |
15,996
+765
| +5% | +$18.6K | 0.01% | 362 |
|
|
2024
Q4 | $366K | Buy |
15,231
+1,487
| +11% | +$35.8K | 0.01% | 368 |
|
|
2024
Q3 | $337K | Sell |
13,744
-22
| -0.2% | -$539 | ﹤0.01% | 383 |
|
|
2024
Q2 | $331K | Buy |
13,766
+226
| +2% | +$5.44K | 0.01% | 379 |
|
|
2024
Q1 | $326K | Buy |
13,540
+1,690
| +14% | +$40.7K | 0.01% | 390 |
|
|
2023
Q4 | $287K | Buy |
11,850
+940
| +9% | +$22.8K | ﹤0.01% | 424 |
|
|
2023
Q3 | $261K | Buy |
10,910
+280
| +3% | +$6.71K | ﹤0.01% | 413 |
|
|
2023
Q2 | $255K | Buy |
10,630
+24
| +0.2% | +$577 | ﹤0.01% | 422 |
|
|
2023
Q1 | $259K | Buy |
10,606
+860
| +9% | +$21K | 0.01% | 352 |
|
|
2022
Q4 | $235K | Sell |
9,746
-438
| -4% | -$10.6K | ﹤0.01% | 362 |
|
|
2022
Q3 | $246K | Buy |
10,184
+1,030
| +11% | +$24.9K | 0.01% | 347 |
|
|
2022
Q2 | $225K | Buy |
9,154
+536
| +6% | +$13.2K | ﹤0.01% | 359 |
|
|
2022
Q1 | $213K | Sell |
8,618
-4,600
| -35% | -$114K | ﹤0.01% | 379 |
|
|
2021
Q4 | $336K | Hold |
13,218
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $338K | Sell |
13,218
-600
| -4% | -$15.4K | 0.01% | 294 |
|
|
2021
Q2 | $354K | Sell |
13,818
-4,400
| -24% | -$113K | 0.01% | 286 |
|
|
2021
Q1 | $467K | Buy |
18,218
+1,318
| +8% | +$33.8K | 0.01% | 265 |
|
|
2020
Q4 | $434K | Sell |
16,900
-2,150
| -11% | -$55.2K | 0.01% | 268 |
|
|
2020
Q3 | $491K | Hold |
19,050
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $492K | Buy |
19,050
+920
| +5% | +$23.8K | 0.01% | 234 |
|
|
2020
Q1 | $469K | Hold |
18,130
| – | – | 0.01% | 237 |
|
|
2019
Q4 | $458K | Buy |
18,130
+13,800
| +319% | +$348K | 0.01% | 266 |
|
|
2019
Q3 | $110K | Buy |
+4,330
| New | +$110K | ﹤0.01% | 393 |
|