Guardian Wealth Advisors (North Carolina)’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 | $521K | Sell |
21,380
-364
| -2% | -$8.87K | 0.04% | 195 |
|
|
2025
Q1 | $529K | Sell |
21,744
-225
| -1% | -$5.48K | 0.04% | 179 |
|
|
2024
Q4 | $529K | Buy |
+21,969
| New | +$529K | 0.04% | 182 |
|
|
2023
Q2 | – | Sell |
-1,110
| Closed | -$27.1K | – | 434 |
|
|
2023
Q1 | $27.1K | Buy |
+1,110
| New | +$27.1K | ﹤0.01% | 302 |
|
|
2022
Q3 | – | Sell |
-512
| Closed | -$13K | – | 368 |
|
|
2022
Q2 | $13K | Buy |
+512
| New | +$13K | ﹤0.01% | 281 |
|