Brown 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 | $10.3M | Sell |
422,850
-113,341
| -21% | -$2.76M | 3.2% | 8 |
|
|
2025
Q1 | $13.1M | Buy |
536,191
+6,759
| +1% | +$165K | 4.49% | 7 |
|
|
2024
Q4 | $12.7M | Buy |
529,432
+39,896
| +8% | +$960K | 4.52% | 7 |
|
|
2024
Q3 | $12M | Buy |
489,536
+42,482
| +10% | +$1.04M | 4.33% | 8 |
|
|
2024
Q2 | $10.8M | Buy |
447,054
+35,666
| +9% | +$858K | 4.34% | 8 |
|
|
2024
Q1 | $9.92M | Buy |
411,388
+164,220
| +66% | +$3.96M | 4.1% | 8 |
|
|
2023
Q4 | $5.99M | Buy |
247,168
+74,400
| +43% | +$1.8M | 2.65% | 13 |
|
|
2023
Q3 | $4.14M | Buy |
172,768
+41,598
| +32% | +$996K | 1.97% | 16 |
|
|
2023
Q2 | $3.15M | Buy |
+131,170
| New | +$3.15M | 1.63% | 18 |
|