Envestnet Portfolio Solutions’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 | $397K | Sell |
16,303
-27,406
| -63% | -$668K | ﹤0.01% | 1209 |
|
|
2025
Q1 | $1.06M | Sell |
43,709
-1,157
| -3% | -$28.2K | ﹤0.01% | 773 |
|
|
2024
Q4 | $1.08M | Sell |
44,866
-3,376
| -7% | -$81.2K | ﹤0.01% | 891 |
|
|
2024
Q3 | $1.18M | Buy |
48,242
+1,002
| +2% | +$24.5K | ﹤0.01% | 837 |
|
|
2024
Q2 | $1.14M | Buy |
47,240
+22,660
| +92% | +$545K | ﹤0.01% | 818 |
|
|
2024
Q1 | $593K | Buy |
24,580
+6,404
| +35% | +$154K | ﹤0.01% | 1045 |
|
|
2023
Q4 | $440K | Sell |
18,176
-29,652
| -62% | -$718K | ﹤0.01% | 1101 |
|
|
2023
Q3 | $1.15M | Buy |
+47,828
| New | +$1.15M | 0.01% | 718 |
|