Ethos Financial Group’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 | $1.12M | Buy |
45,876
+36,592
| +394% | +$892K | 0.1% | 163 |
|
|
2025
Q1 | $223K | Hold |
9,284
| – | – | 0.02% | 365 |
|
|
2024
Q4 | $223K | Hold |
9,284
| – | – | 0.03% | 264 |
|
|
2024
Q3 | $227K | Sell |
9,284
-7,954
| -46% | -$194K | 0.04% | 251 |
|
|
2024
Q2 | $415K | Buy |
17,238
+7,960
| +86% | +$192K | 0.07% | 162 |
|
|
2024
Q1 | $224K | Sell |
9,278
-8,004
| -46% | -$193K | 0.04% | 246 |
|
|
2023
Q4 | $419K | Buy |
17,282
+8,004
| +86% | +$194K | 0.09% | 156 |
|
|
2023
Q3 | $222K | Hold |
9,278
| – | – | 0.06% | 153 |
|
|
2023
Q2 | $226K | Hold |
9,278
| – | – | 0.08% | 126 |
|
|
2023
Q1 | $226K | Hold |
9,278
| – | – | 0.07% | 153 |
|
|
2022
Q4 | $224K | Buy |
+9,278
| New | +$224K | 0.08% | 128 |
|