Christensen King & Associates Investment Services’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 | $3.85M | Sell |
158,117
-1,166
| -0.7% | -$28.4K | 1.77% | 15 |
|
|
2025
Q1 | $3.87M | Buy |
159,283
+4,132
| +3% | +$100K | 1.84% | 14 |
|
|
2024
Q4 | $3.74M | Buy |
155,151
+1,947
| +1% | +$46.9K | 1.75% | 14 |
|
|
2024
Q3 | $3.75M | Sell |
153,204
-5,108
| -3% | -$125K | 1.77% | 16 |
|
|
2024
Q2 | $3.81M | Buy |
158,312
+1,262
| +0.8% | +$30.4K | 1.88% | 15 |
|
|
2024
Q1 | $3.79M | Sell |
157,050
-5,252
| -3% | -$127K | 1.89% | 13 |
|
|
2023
Q4 | $3.93M | Buy |
+162,302
| New | +$3.93M | 2.11% | 12 |
|