CIR
Clear Investment Research’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
78,324
+1,809
| +2% | +$44.1K | 2.41% | 11 |
|
|
2025
Q1 | $1.86M | Sell |
76,515
-1,354
| -2% | -$33K | 2.49% | 10 |
|
|
2024
Q4 | $1.87M | Buy |
77,869
+39,743
| +104% | +$956K | 2.41% | 11 |
|
|
2024
Q3 | $1.87M | Sell |
38,126
-2,473
| -6% | -$121K | 2.43% | 10 |
|
|
2024
Q2 | $1.95M | Buy |
40,599
+7,550
| +23% | +$363K | 2.55% | 13 |
|
|
2024
Q1 | $1.59M | Buy |
33,049
+5,563
| +20% | +$268K | 2.14% | 14 |
|
|
2023
Q4 | $1.33M | Buy |
27,486
+17
| +0.1% | +$824 | 1.88% | 14 |
|
|
2023
Q3 | $1.32M | Sell |
27,469
-1,474
| -5% | -$70.6K | 2.28% | 12 |
|
|
2023
Q2 | $1.39M | Sell |
28,943
-2,314
| -7% | -$111K | 2.33% | 11 |
|
|
2023
Q1 | $1.53M | Sell |
31,257
-716
| -2% | -$34.9K | 2.67% | 12 |
|
|
2022
Q4 | $1.54M | Buy |
31,973
+19,911
| +165% | +$960K | 2.99% | 11 |
|
|
2022
Q3 | $582K | Buy |
+12,062
| New | +$582K | 1.23% | 19 |
|