Golden State 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 | $15.2K | Sell |
625
-453
| -42% | -$11K | ﹤0.01% | 954 |
|
|
2025
Q1 | $26.2K | Buy |
1,078
+5
| +0.5% | +$122 | ﹤0.01% | 735 |
|
|
2024
Q4 | $25.8K | Buy |
+1,073
| New | +$25.8K | ﹤0.01% | 703 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$25K | – | 742 |
|
|
2019
Q3 | $25K | Hold |
1,000
| – | – | 0.01% | 578 |
|
|
2019
Q2 | $25K | Sell |
1,000
-230
| -19% | -$5.75K | 0.01% | 583 |
|
|
2019
Q1 | $31K | Buy |
+1,230
| New | +$31K | 0.01% | 538 |
|