Coppell Advisory Solutions’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 | $208K | Buy |
+8,558
| New | +$208K | 0.02% | 350 |
|
|
2024
Q3 | – | Sell |
-170
| Closed | -$4.09K | – | 1951 |
|
|
2024
Q2 | $4.09K | Buy |
+170
| New | +$4.09K | ﹤0.01% | 1237 |
|
|
2023
Q4 | $17.6K | Buy |
728
+712
| +4,450% | +$17.2K | ﹤0.01% | 782 |
|
|
2023
Q3 | $386 | Sell |
16
-712
| -98% | -$17.2K | ﹤0.01% | 1048 |
|
|
2023
Q2 | $17.5K | Buy |
+728
| New | +$17.5K | ﹤0.01% | 580 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$386 | – | 902 |
|
|
2022
Q4 | $386 | Buy |
+16
| New | +$386 | ﹤0.01% | 1048 |
|