Congress Wealth Management’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 | $1.02M | Buy |
42,027
+3,814
| +10% | +$93K | 0.01% | 699 |
|
|
2025
Q1 | $930K | Sell |
38,213
-3,673
| -9% | -$89.4K | 0.01% | 648 |
|
|
2024
Q4 | $1.01M | Buy |
41,886
+1,836
| +5% | +$44.2K | 0.01% | 518 |
|
|
2024
Q3 | $981K | Buy |
40,050
+306
| +0.8% | +$7.49K | 0.01% | 524 |
|
|
2024
Q2 | $957K | Buy |
39,744
+438
| +1% | +$10.5K | 0.02% | 433 |
|
|
2024
Q1 | $948K | Sell |
39,306
-2,522
| -6% | -$60.8K | 0.02% | 380 |
|
|
2023
Q4 | $1.01M | Sell |
41,828
-4,590
| -10% | -$111K | 0.02% | 390 |
|
|
2023
Q3 | $1.11M | Sell |
46,418
-7,298
| -14% | -$175K | 0.02% | 359 |
|
|
2023
Q2 | $1.29M | Sell |
53,716
-962
| -2% | -$23.1K | 0.03% | 313 |
|
|
2023
Q1 | $1.33M | Sell |
54,678
-86
| -0.2% | -$2.1K | 0.03% | 315 |
|
|
2022
Q4 | $1.32M | Buy |
54,764
+2,516
| +5% | +$60.7K | 0.03% | 309 |
|
|
2022
Q3 | $1.26M | Sell |
52,248
-2,716
| -5% | -$65.6K | 0.03% | 313 |
|
|
2022
Q2 | $1.35M | Buy |
54,964
+3,292
| +6% | +$80.9K | 0.03% | 312 |
|
|
2022
Q1 | $1.28M | Sell |
51,672
-20,254
| -28% | -$502K | 0.03% | 324 |
|
|
2021
Q4 | $1.83M | Buy |
+71,926
| New | +$1.83M | 0.04% | 314 |
|