Financial Architects (Georgia)’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 | $328K | Buy |
13,470
+80
| +0.6% | +$1.95K | 0.2% | 20 |
|
|
2025
Q1 | $326K | Sell |
13,390
-85
| -0.6% | -$2.07K | 0.21% | 18 |
|
|
2024
Q4 | $324K | Buy |
13,475
+595
| +5% | +$14.3K | 0.21% | 22 |
|
|
2024
Q3 | $315K | Sell |
12,880
-670
| -5% | -$16.4K | 0.2% | 21 |
|
|
2024
Q2 | $326K | Sell |
13,550
-2,500
| -16% | -$60.2K | 0.22% | 21 |
|
|
2024
Q1 | $387K | Buy |
16,050
+200
| +1% | +$4.82K | 0.27% | 20 |
|
|
2023
Q4 | $384K | Buy |
+15,850
| New | +$384K | 0.3% | 17 |
|