EAM
Empirical Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $339K | Sell |
13,915
-149
| -1% | -$3.63K | 0.1% | 248 |
|
2025
Q1 | $342K | Sell |
14,064
-695
| -5% | -$16.9K | 0.12% | 237 |
|
2024
Q4 | $355K | Buy |
14,759
+7,911
| +116% | +$190K | 0.12% | 205 |
|
2024
Q3 | $335K | Buy |
6,848
+121
| +2% | +$5.93K | 0.12% | 213 |
|
2024
Q2 | $324K | Buy |
6,727
+9
| +0.1% | +$433 | 0.12% | 233 |
|
2024
Q1 | $324K | Buy |
6,718
+293
| +5% | +$14.1K | 0.16% | 193 |
|
2023
Q4 | $311K | Buy |
6,425
+28
| +0.4% | +$1.36K | 0.25% | 130 |
|
2023
Q3 | $306K | Buy |
6,397
+709
| +12% | +$34K | 0.27% | 120 |
|
2023
Q2 | $273K | Sell |
5,688
-33
| -0.6% | -$1.59K | 0.24% | 123 |
|
2023
Q1 | $279K | Buy |
5,721
+3
| +0.1% | +$146 | 0.27% | 112 |
|
2022
Q4 | $276K | Sell |
5,718
-25
| -0.4% | -$1.21K | 0.29% | 122 |
|
2022
Q3 | $277K | Sell |
5,743
-29
| -0.5% | -$1.4K | 0.3% | 115 |
|
2022
Q2 | $284K | Hold |
5,772
| – | – | 0.3% | 123 |
|
2022
Q1 | $286K | Hold |
5,772
| – | – | 0.27% | 116 |
|
2021
Q4 | $294K | Buy |
+5,772
| New | +$294K | 0.28% | 112 |
|