Dakota 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 | $4.41M | Sell |
181,041
-134,370
| -43% | -$3.28M | 0.09% | 172 |
|
|
2025
Q1 | $7.68M | Sell |
315,411
-22,379
| -7% | -$545K | 0.18% | 109 |
|
|
2024
Q4 | $8.13M | Sell |
337,790
-29,342
| -8% | -$706K | 0.19% | 107 |
|
|
2024
Q3 | $8.99M | Sell |
367,132
-32,894
| -8% | -$806K | 0.2% | 100 |
|
|
2024
Q2 | $9.63M | Sell |
400,026
-7,096
| -2% | -$171K | 0.23% | 91 |
|
|
2024
Q1 | $9.81M | Buy |
407,122
+109,582
| +37% | +$2.64M | 0.24% | 89 |
|
|
2023
Q4 | $7.21M | Buy |
297,540
+54,252
| +22% | +$1.31M | 0.28% | 95 |
|
|
2023
Q3 | $5.83M | Buy |
+243,288
| New | +$5.83M | 0.26% | 99 |
|