Berkshire Asset 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 | $3.19M | Buy |
130,852
+3,192
| +3% | +$77.8K | 0.14% | 82 |
|
2025
Q1 | $3.1M | Buy |
127,660
+33,847
| +36% | +$821K | 0.15% | 83 |
|
2024
Q4 | $2.27M | Sell |
93,813
-89,885
| -49% | -$2.18M | 0.11% | 103 |
|
2024
Q3 | $4.42M | Hold |
183,698
| – | – | 0.22% | 64 |
|
2024
Q2 | $4.42M | Buy |
+183,698
| New | +$4.42M | 0.22% | 65 |
|
2019
Q4 | – | Sell |
-11,724
| Closed | -$297K | – | 216 |
|
2019
Q3 | $297K | Buy |
+11,724
| New | +$297K | 0.03% | 176 |
|
2019
Q2 | – | Sell |
-12,924
| Closed | -$324K | – | 222 |
|
2019
Q1 | $324K | Sell |
12,924
-900
| -7% | -$22.6K | 0.03% | 178 |
|
2018
Q4 | $345K | Hold |
13,824
| – | – | 0.03% | 164 |
|
2018
Q3 | $343K | Buy |
13,824
+538
| +4% | +$13.3K | 0.03% | 177 |
|
2018
Q2 | $330K | Buy |
13,286
+1,004
| +8% | +$24.9K | 0.03% | 168 |
|
2018
Q1 | $306K | Buy |
+12,282
| New | +$306K | 0.03% | 170 |
|