Guardian Financial Partners’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 | $1.07M | Buy |
43,743
+2,045
| +5% | +$49.9K | 0.48% | 33 |
|
|
2025
Q1 | $1.01M | Sell |
41,698
-1,239
| -3% | -$30.2K | 0.49% | 33 |
|
|
2024
Q4 | $1.03M | Buy |
42,937
+13,419
| +45% | +$323K | 0.61% | 30 |
|
|
2024
Q3 | $723K | Sell |
29,518
-3,024
| -9% | -$74.1K | 0.45% | 32 |
|
|
2024
Q2 | $783K | Buy |
32,542
+84
| +0.3% | +$2.02K | 0.52% | 30 |
|
|
2024
Q1 | $782K | Buy |
32,458
+3,570
| +12% | +$86.1K | 0.54% | 30 |
|
|
2023
Q4 | $700K | Buy |
28,888
+10,524
| +57% | +$255K | 0.57% | 29 |
|
|
2023
Q3 | $440K | Buy |
+18,364
| New | +$440K | 0.41% | 29 |
|
|
2023
Q2 | – | Sell |
-19,826
| Closed | -$484K | – | 34 |
|
|
2023
Q1 | $484K | Buy |
19,826
+482
| +2% | +$11.8K | 0.49% | 27 |
|
|
2022
Q4 | $467K | Buy |
19,344
+90
| +0.5% | +$2.17K | 0.49% | 28 |
|
|
2022
Q3 | $465K | Buy |
19,254
+994
| +5% | +$24K | 0.54% | 22 |
|
|
2022
Q2 | $449K | Buy |
18,260
+2,158
| +13% | +$53.1K | 0.5% | 21 |
|
|
2022
Q1 | $392K | Buy |
16,102
+1,056
| +7% | +$25.7K | 0.4% | 26 |
|
|
2021
Q4 | $383K | Buy |
+15,046
| New | +$383K | 0.37% | 27 |
|