Concord Wealth Partners’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 | – | Sell |
-120
| Closed | -$2.92K | – | 897 |
|
|
2025
Q1 | $2.92K | Hold |
120
| – | – | ﹤0.01% | 646 |
|
|
2024
Q4 | $2.89K | Hold |
120
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $2.94K | Hold |
120
| – | – | ﹤0.01% | 704 |
|
|
2024
Q2 | $2.91K | Hold |
120
| – | – | ﹤0.01% | 631 |
|
|
2024
Q1 | $2.91K | Sell |
120
-840
| -88% | -$20.4K | ﹤0.01% | 715 |
|
|
2023
Q4 | $23.3K | Buy |
960
+840
| +700% | +$20.4K | ﹤0.01% | 461 |
|
|
2023
Q3 | $2.87K | Hold |
120
| – | – | ﹤0.01% | 811 |
|
|
2023
Q2 | $2.88K | Hold |
120
| – | – | ﹤0.01% | 810 |
|
|
2023
Q1 | $2.93K | Hold |
120
| – | – | ﹤0.01% | 758 |
|
|
2022
Q4 | $2.89K | Buy |
+120
| New | +$2.89K | ﹤0.01% | 870 |
|
|
2022
Q3 | – | Sell |
-120
| Closed | -$3K | – | 955 |
|
|
2022
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 964 |
|
|
2022
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q3 | $3K | Sell |
120
-82
| -41% | -$2.05K | ﹤0.01% | 708 |
|
|
2021
Q2 | $5K | Hold |
202
| – | – | ﹤0.01% | 742 |
|
|
2021
Q1 | $5K | Buy |
202
+120
| +146% | +$2.97K | ﹤0.01% | 679 |
|
|
2020
Q4 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 565 |
|