Beaird Harris 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 | $20.2K | Hold |
828
| – | – | ﹤0.01% | 328 |
|
|
2025
Q1 | $20.2K | Sell |
828
-40
| -5% | -$974 | ﹤0.01% | 309 |
|
|
2024
Q4 | $20.9K | Sell |
868
-34
| -4% | -$818 | ﹤0.01% | 303 |
|
|
2024
Q3 | $22.1K | Hold |
902
| – | – | ﹤0.01% | 284 |
|
|
2024
Q2 | $21.7K | Hold |
902
| – | – | ﹤0.01% | 296 |
|
|
2024
Q1 | $21.7K | Hold |
902
| – | – | ﹤0.01% | 272 |
|
|
2023
Q4 | $21.9K | Hold |
902
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $21.6K | Hold |
902
| – | – | ﹤0.01% | 232 |
|
|
2023
Q2 | $21.7K | Sell |
902
-3,542
| -80% | -$85.1K | ﹤0.01% | 223 |
|
|
2023
Q1 | $108K | Buy |
4,444
+304
| +7% | +$7.42K | 0.02% | 123 |
|
|
2022
Q4 | $99.9K | Buy |
4,140
+12
| +0.3% | +$289 | 0.02% | 133 |
|
|
2022
Q3 | $100K | Buy |
4,128
+124
| +3% | +$3K | 0.02% | 114 |
|
|
2022
Q2 | $98K | Sell |
4,004
-34
| -0.8% | -$832 | 0.03% | 99 |
|
|
2022
Q1 | $100K | Buy |
4,038
+116
| +3% | +$2.87K | 0.04% | 131 |
|
|
2021
Q4 | $100K | Buy |
+3,922
| New | +$100K | 0.04% | 166 |
|