Curran Financial 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 | $2.21M | Sell |
90,532
-168,419
| -65% | -$4.11M | 0.49% | 45 |
|
|
2025
Q1 | $6.3M | Buy |
258,951
+28,008
| +12% | +$682K | 1.55% | 22 |
|
|
2024
Q4 | $5.56M | Buy |
230,943
+23,633
| +11% | +$569K | 1.46% | 25 |
|
|
2024
Q3 | $5.08M | Buy |
207,310
+14,854
| +8% | +$364K | 1.44% | 25 |
|
|
2024
Q2 | $4.63M | Buy |
192,456
+7,504
| +4% | +$181K | 1.55% | 23 |
|
|
2024
Q1 | $4.46M | Buy |
184,952
+3,896
| +2% | +$93.9K | 1.55% | 23 |
|
|
2023
Q4 | $4.38M | Buy |
181,056
+7,740
| +4% | +$187K | 1.68% | 22 |
|
|
2023
Q3 | $4.15M | Buy |
173,316
+10,250
| +6% | +$245K | 1.81% | 20 |
|
|
2023
Q2 | $3.92M | Buy |
163,066
+25,860
| +19% | +$621K | 1.7% | 23 |
|
|
2023
Q1 | $3.35M | Buy |
+137,206
| New | +$3.35M | 1.59% | 25 |
|