Core 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 | $532K | Buy |
21,819
+116
| +0.5% | +$2.83K | 0.27% | 79 |
|
|
2025
Q1 | $528K | Buy |
21,703
+80
| +0.4% | +$1.95K | 0.31% | 79 |
|
|
2024
Q4 | $520K | Buy |
21,623
+149
| +0.7% | +$3.59K | 0.3% | 74 |
|
|
2024
Q3 | $526K | Sell |
21,474
-2,754
| -11% | -$67.4K | 0.32% | 71 |
|
|
2024
Q2 | $583K | Buy |
24,228
+144
| +0.6% | +$3.47K | 0.4% | 59 |
|
|
2024
Q1 | $581K | Buy |
24,084
+6,290
| +35% | +$152K | 0.44% | 51 |
|
|
2023
Q4 | $431K | Buy |
+17,794
| New | +$431K | 0.35% | 60 |
|