Founders Financial Alliance’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 | $58.7K | Buy |
2,409
+16
| +0.7% | +$390 | 0.01% | 379 |
|
|
2025
Q1 | $58.2K | Buy |
2,393
+11
| +0.5% | +$268 | 0.01% | 428 |
|
|
2024
Q4 | $57.3K | Buy |
2,382
+22
| +0.9% | +$529 | 0.02% | 373 |
|
|
2024
Q3 | $57.8K | Sell |
2,360
-242
| -9% | -$5.93K | 0.02% | 380 |
|
|
2024
Q2 | $62.6K | Sell |
2,602
-922
| -26% | -$22.2K | 0.02% | 357 |
|
|
2024
Q1 | $84.9K | Buy |
3,524
+954
| +37% | +$23K | 0.03% | 341 |
|
|
2023
Q4 | $62.3K | Buy |
2,570
+24
| +0.9% | +$582 | 0.02% | 323 |
|
|
2023
Q3 | $61K | Sell |
2,546
-1,516
| -37% | -$36.3K | 0.03% | 304 |
|
|
2023
Q2 | $97.6K | Buy |
4,062
+1,236
| +44% | +$29.7K | 0.04% | 296 |
|
|
2023
Q1 | $69K | Sell |
2,826
-226
| -7% | -$5.51K | 0.03% | 281 |
|
|
2022
Q4 | $73.6K | Buy |
3,052
+12
| +0.4% | +$289 | 0.03% | 290 |
|
|
2022
Q3 | $73K | Buy |
3,040
+8
| +0.3% | +$192 | 0.04% | 281 |
|
|
2022
Q2 | $75K | Buy |
3,032
+2
| +0.1% | +$49 | 0.04% | 289 |
|
|
2022
Q1 | $75K | Buy |
3,030
+2
| +0.1% | +$50 | 0.03% | 285 |
|
|
2021
Q4 | $77K | Buy |
3,028
+474
| +19% | +$12.1K | 0.03% | 320 |
|
|
2021
Q3 | $65K | Buy |
2,554
+820
| +47% | +$20.9K | 0.03% | 309 |
|
|
2021
Q2 | $44K | Hold |
1,734
| – | – | 0.02% | 353 |
|
|
2021
Q1 | $44K | Buy |
+1,734
| New | +$44K | 0.02% | 338 |
|