Econ Financial Services’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
Q1 | – | Sell |
-69,105
| Closed | -$1.66M | – | 95 |
|
|
2024
Q4 | $1.66M | Buy |
69,105
+40,779
| +144% | +$981K | 0.95% | 36 |
|
|
2024
Q3 | $694K | Sell |
28,326
-354
| -1% | -$8.67K | 0.39% | 54 |
|
|
2024
Q2 | $690K | Buy |
28,680
+118
| +0.4% | +$2.84K | 0.43% | 75 |
|
|
2024
Q1 | $688K | Sell |
28,562
-12,594
| -31% | -$304K | 0.43% | 69 |
|
|
2023
Q4 | $997K | Buy |
41,156
+448
| +1% | +$10.9K | 0.7% | 41 |
|
|
2023
Q3 | $975K | Buy |
+40,708
| New | +$975K | 0.71% | 37 |
|