Blossom 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 | $520K | Buy |
21,337
+853
| +4% | +$20.8K | 0.92% | 32 |
|
|
2025
Q1 | $499K | Buy |
20,484
+2,802
| +16% | +$68.2K | 1% | 32 |
|
|
2024
Q4 | $425K | Sell |
17,682
-6,588
| -27% | -$159K | 0.82% | 39 |
|
|
2024
Q3 | $594K | Buy |
24,270
+762
| +3% | +$18.7K | 1.2% | 26 |
|
|
2024
Q2 | $566K | Buy |
23,508
+1,034
| +5% | +$24.9K | 1.23% | 22 |
|
|
2024
Q1 | $542K | Buy |
22,474
+168
| +0.8% | +$4.05K | 1.3% | 23 |
|
|
2023
Q4 | $540K | Sell |
22,306
-1,516
| -6% | -$36.7K | 1.46% | 23 |
|
|
2023
Q3 | $570K | Buy |
23,822
+162
| +0.7% | +$3.88K | 1.83% | 18 |
|
|
2023
Q2 | $569K | Buy |
23,660
+2,288
| +11% | +$55K | 2.08% | 16 |
|
|
2023
Q1 | $521K | Sell |
21,372
-1,218
| -5% | -$29.7K | 2.12% | 16 |
|
|
2022
Q4 | $545K | Buy |
22,590
+1,580
| +8% | +$38.1K | 2.63% | 14 |
|
|
2022
Q3 | $507K | Sell |
21,010
-1,082
| -5% | -$26.1K | 2.85% | 11 |
|
|
2022
Q2 | $543K | Buy |
22,092
+674
| +3% | +$16.6K | 2.75% | 9 |
|
|
2022
Q1 | $531K | Buy |
21,418
+1,470
| +7% | +$36.4K | 2.39% | 12 |
|
|
2021
Q4 | $507K | Sell |
19,948
-6,222
| -24% | -$158K | 2.5% | 13 |
|
|
2021
Q3 | $670K | Sell |
26,170
-1,266
| -5% | -$32.4K | 3.98% | 9 |
|
|
2021
Q2 | $703K | Sell |
27,436
-338
| -1% | -$8.66K | 5.29% | 5 |
|
|
2021
Q1 | $713K | Sell |
27,774
-1,116
| -4% | -$28.6K | 8.29% | 5 |
|
|
2020
Q4 | $742K | Buy |
+28,890
| New | +$742K | 16.59% | 1 |
|