CVA Family Office’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 | $262K | Buy |
10,728
+15
| +0.1% | +$366 | 0.04% | 249 |
|
|
2025
Q1 | $261K | Sell |
10,713
-136
| -1% | -$3.31K | 0.04% | 240 |
|
|
2024
Q4 | $261K | Sell |
10,849
-1,211
| -10% | -$29.1K | 0.04% | 231 |
|
|
2024
Q3 | $295K | Sell |
12,060
-1,184
| -9% | -$29K | 0.05% | 203 |
|
|
2024
Q2 | $319K | Sell |
13,244
-616
| -4% | -$14.8K | 0.06% | 185 |
|
|
2024
Q1 | $334K | Buy |
13,860
+4
| +0% | +$96 | 0.06% | 181 |
|
|
2023
Q4 | $336K | Buy |
13,856
+8
| +0.1% | +$194 | 0.07% | 176 |
|
|
2023
Q3 | $332K | Buy |
13,848
+4
| +0% | +$96 | 0.08% | 159 |
|
|
2023
Q2 | $333K | Sell |
13,844
-78
| -0.6% | -$1.87K | 0.07% | 162 |
|
|
2023
Q1 | $340K | Buy |
13,922
+274
| +2% | +$6.68K | 0.08% | 153 |
|
|
2022
Q4 | $329K | Sell |
13,648
-762
| -5% | -$18.4K | 0.08% | 145 |
|
|
2022
Q3 | $348K | Sell |
14,410
-388
| -3% | -$9.37K | 0.09% | 127 |
|
|
2022
Q2 | $364K | Sell |
14,798
-40
| -0.3% | -$984 | 0.1% | 111 |
|
|
2022
Q1 | $368K | Sell |
14,838
-4,148
| -22% | -$103K | 0.09% | 121 |
|
|
2021
Q4 | $483K | Buy |
18,986
+1,572
| +9% | +$40K | 0.12% | 100 |
|
|
2021
Q3 | $448K | Sell |
17,414
-2,342
| -12% | -$60.3K | 0.32% | 53 |
|
|
2021
Q2 | $506K | Buy |
19,756
+392
| +2% | +$10K | 0.14% | 94 |
|
|
2021
Q1 | $497K | Buy |
19,364
+1,950
| +11% | +$50K | 0.19% | 76 |
|
|
2020
Q4 | $447K | Hold |
17,414
| – | – | 0.27% | 60 |
|
|
2020
Q3 | $448K | Buy |
17,414
+2
| +0% | +$51 | 0.32% | 53 |
|
|
2020
Q2 | $449K | Sell |
17,412
-1,452
| -8% | -$37.4K | 0.37% | 46 |
|
|
2020
Q1 | $488K | Buy |
18,864
+5,330
| +39% | +$138K | 0.5% | 43 |
|
|
2019
Q4 | $342K | Buy |
+13,534
| New | +$342K | 0.32% | 58 |
|