Caitlin John’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
Q1 | – | Sell |
-1,512
| Closed | -$36.4K | – | 648 |
|
2024
Q4 | $36.4K | Sell |
1,512
-1,512
| -50% | -$36.4K | 0.02% | 266 |
|
2024
Q3 | $36.5K | Buy |
3,024
+1,512
| +100% | +$18.3K | 0.02% | 277 |
|
2024
Q2 | $36.4K | Hold |
1,512
| – | – | 0.03% | 281 |
|
2024
Q1 | $36.4K | Sell |
1,512
-40
| -3% | -$964 | 0.03% | 268 |
|
2023
Q4 | $37.6K | Buy |
+1,552
| New | +$37.6K | 0.03% | 253 |
|