Financial Counselors Inc’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 | – | Sell |
-1,200,638
| Closed | -$29.2M | – | 427 |
|
|
2025
Q1 | $29.2M | Buy |
1,200,638
+47,555
| +4% | +$1.16M | 0.44% | 61 |
|
|
2024
Q4 | $27.7M | Buy |
1,153,083
+96,757
| +9% | +$2.33M | 0.41% | 62 |
|
|
2024
Q3 | $25.9M | Sell |
1,056,326
-407,286
| -28% | -$9.97M | 0.38% | 70 |
|
|
2024
Q2 | $35.2M | Sell |
1,463,612
-262,286
| -15% | -$6.31M | 0.57% | 51 |
|
|
2024
Q1 | $41.6M | Buy |
1,725,898
+717,338
| +71% | +$17.3M | 0.7% | 41 |
|
|
2023
Q4 | $24.4M | Buy |
1,008,560
+81,582
| +9% | +$1.98M | 0.44% | 65 |
|
|
2023
Q3 | $22.2M | Buy |
+926,978
| New | +$22.2M | 0.44% | 67 |
|