Beacon Financial Advisory’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 | $1.25M | Buy |
51,447
+445
| +0.9% | +$10.8K | 0.32% | 81 |
|
|
2025
Q1 | $1.24M | Sell |
51,002
-1,755
| -3% | -$42.7K | 0.38% | 64 |
|
|
2024
Q4 | $1.27M | Sell |
52,757
-415
| -0.8% | -$9.99K | 0.41% | 60 |
|
|
2024
Q3 | $1.3M | Buy |
53,172
+970
| +2% | +$23.8K | 0.44% | 54 |
|
|
2024
Q2 | $1.26M | Buy |
52,202
+2,960
| +6% | +$71.2K | 0.47% | 51 |
|
|
2024
Q1 | $1.19M | Buy |
49,242
+5,398
| +12% | +$130K | 0.58% | 34 |
|
|
2023
Q4 | $1.06M | Buy |
+43,844
| New | +$1.06M | 0.51% | 51 |
|