FIC
Family Investment Center’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 | $885K | Buy |
36,309
+243
| +0.7% | +$5.92K | 0.2% | 32 |
|
|
2025
Q1 | $878K | Buy |
36,066
+990
| +3% | +$24.1K | 0.21% | 38 |
|
|
2024
Q4 | $844K | Buy |
35,076
+17,688
| +102% | +$426K | 0.21% | 41 |
|
|
2024
Q3 | $852K | Sell |
17,388
-2,128
| -11% | -$104K | 0.21% | 40 |
|
|
2024
Q2 | $939K | Buy |
19,516
+140
| +0.7% | +$6.74K | 0.28% | 35 |
|
|
2024
Q1 | $934K | Buy |
19,376
+96
| +0.5% | +$4.63K | 0.3% | 35 |
|
|
2023
Q4 | $934K | Buy |
19,280
+175
| +0.9% | +$8.48K | 0.47% | 26 |
|
|
2023
Q3 | $915K | Buy |
19,105
+126
| +0.7% | +$6.03K | 0.55% | 23 |
|
|
2023
Q2 | $912K | Buy |
18,979
+111
| +0.6% | +$5.34K | 0.58% | 22 |
|
|
2023
Q1 | $921K | Buy |
18,868
+58
| +0.3% | +$2.83K | 0.63% | 21 |
|
|
2022
Q4 | $907K | Buy |
+18,810
| New | +$907K | 0.66% | 22 |
|