Clearview Wealth Advisors’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 | $1.38M | Buy |
56,734
+401
| +0.7% | +$9.78K | 0.96% | 27 |
|
|
2025
Q1 | $1.37M | Sell |
56,333
-174
| -0.3% | -$4.24K | 1.02% | 25 |
|
|
2024
Q4 | $1.36M | Buy |
56,507
+5,255
| +10% | +$126K | 1.03% | 27 |
|
|
2024
Q3 | $1.26M | Buy |
51,252
+6,516
| +15% | +$160K | 0.97% | 26 |
|
|
2024
Q2 | $1.08M | Buy |
+44,736
| New | +$1.08M | 0.94% | 26 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$7K | – | 637 |
|
|
2022
Q1 | $7K | Sell |
300
-380
| -56% | -$8.87K | ﹤0.01% | 424 |
|
|
2021
Q4 | $17K | Sell |
680
-1,200
| -64% | -$30K | 0.01% | 349 |
|
|
2021
Q3 | $48K | Sell |
1,880
-2,800
| -60% | -$71.5K | 0.03% | 238 |
|
|
2021
Q2 | $120K | Sell |
4,680
-1,360
| -23% | -$34.9K | 0.07% | 140 |
|
|
2021
Q1 | $155K | Sell |
6,040
-6,720
| -53% | -$172K | 0.1% | 123 |
|
|
2020
Q4 | $328K | Buy |
+12,760
| New | +$328K | 0.22% | 82 |
|