Dopkins 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 | $540K | Sell |
22,155
-8,920
| -29% | -$217K | 0.24% | 51 |
|
|
2025
Q1 | $756K | Sell |
31,075
-616
| -2% | -$15K | 0.38% | 44 |
|
|
2024
Q4 | $762K | Buy |
31,691
+22,771
| +255% | +$548K | 0.39% | 42 |
|
|
2024
Q3 | $218K | Sell |
8,920
-24,800
| -74% | -$607K | 0.18% | 55 |
|
|
2024
Q2 | $811K | Buy |
33,720
+66
| +0.2% | +$1.59K | 0.49% | 29 |
|
|
2024
Q1 | $811K | Sell |
33,654
-1,186
| -3% | -$28.6K | 0.49% | 28 |
|
|
2023
Q4 | $844K | Sell |
34,840
-1,736
| -5% | -$42.1K | 0.66% | 21 |
|
|
2023
Q3 | $876K | Sell |
36,576
-1,508
| -4% | -$36.1K | 0.66% | 19 |
|
|
2023
Q2 | $915K | Sell |
38,084
-40,628
| -52% | -$976K | 0.82% | 16 |
|
|
2023
Q1 | $1.92M | Sell |
78,712
-3,812
| -5% | -$93K | 1.8% | 13 |
|
|
2022
Q4 | $1.99M | Sell |
82,524
-19,956
| -19% | -$481K | 1.75% | 12 |
|
|
2022
Q3 | $2.47M | Sell |
102,480
-1,764
| -2% | -$42.6K | 2.77% | 8 |
|
|
2022
Q2 | $2.56M | Buy |
+104,244
| New | +$2.56M | 2.77% | 8 |
|