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