Forza Wealth Management’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 | $1.8M | Hold |
73,816
| – | – | 0.74% | 37 |
|
|
2025
Q1 | $1.8M | Hold |
73,816
| – | – | 0.81% | 36 |
|
|
2024
Q4 | $1.78M | Sell |
73,816
-124,068
| -63% | -$2.99M | 0.81% | 35 |
|
|
2024
Q3 | $4.85M | Sell |
197,884
-2
| -0% | -$49 | 2.22% | 8 |
|
|
2024
Q2 | $4.76M | Hold |
197,886
| – | – | 2.46% | 7 |
|
|
2024
Q1 | $4.77M | Hold |
197,886
| – | – | 2.48% | 8 |
|
|
2023
Q4 | $4.79M | Hold |
197,886
| – | – | 2.65% | 5 |
|
|
2023
Q3 | $4.74M | Hold |
197,886
| – | – | 2.44% | 5 |
|
|
2023
Q2 | $4.76M | Hold |
197,886
| – | – | 2.39% | 5 |
|
|
2023
Q1 | $4.83M | Hold |
197,886
| – | – | 2.49% | 4 |
|
|
2022
Q4 | $4.77M | Buy |
+197,886
| New | +$4.77M | 3.17% | 3 |
|