GSB 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 | $32.6K | Buy |
1,336
+654
| +96% | +$15.9K | 0.01% | 230 |
|
|
2025
Q1 | $16.6K | Buy |
+682
| New | +$16.6K | ﹤0.01% | 218 |
|
|
2024
Q4 | – | Sell |
-608
| Closed | -$14.9K | – | 234 |
|
|
2024
Q3 | $14.9K | Buy |
+608
| New | +$14.9K | ﹤0.01% | 224 |
|
|
2023
Q3 | – | Sell |
-162
| Closed | -$3.9K | – | 207 |
|
|
2023
Q2 | $3.9K | Sell |
162
-10,350
| -98% | -$249K | ﹤0.01% | 212 |
|
|
2023
Q1 | $254K | Buy |
+10,512
| New | +$254K | 0.08% | 179 |
|