Guardian 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 | – | Sell |
-113
| Closed | -$2.77K | – | 175 |
|
|
2025
Q1 | $2.77K | Sell |
113
-109
| -49% | -$2.68K | ﹤0.01% | 196 |
|
|
2024
Q4 | $5.33K | Sell |
222
-18
| -8% | -$432 | ﹤0.01% | 187 |
|
|
2024
Q3 | $5.88K | Sell |
240
-36
| -13% | -$882 | ﹤0.01% | 191 |
|
|
2024
Q2 | $6.66K | Sell |
276
-8
| -3% | -$193 | 0.01% | 182 |
|
|
2024
Q1 | $6.84K | Sell |
284
-8
| -3% | -$193 | 0.01% | 181 |
|
|
2023
Q4 | $7.06K | Sell |
292
-16
| -5% | -$387 | 0.01% | 181 |
|
|
2023
Q3 | $7.36K | Sell |
308
-4
| -1% | -$96 | 0.01% | 171 |
|
|
2023
Q2 | $7.51K | Sell |
312
-16
| -5% | -$385 | 0.01% | 172 |
|
|
2023
Q1 | $7.99K | Sell |
328
-18
| -5% | -$438 | 0.01% | 174 |
|
|
2022
Q4 | $8.34K | Sell |
346
-904
| -72% | -$21.8K | 0.01% | 176 |
|
|
2022
Q3 | $30K | Buy |
1,250
+908
| +265% | +$21.8K | 0.03% | 124 |
|
|
2022
Q2 | $8K | Hold |
342
| – | – | 0.01% | 167 |
|
|
2022
Q1 | $8K | Hold |
342
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $9K | Buy |
+342
| New | +$9K | 0.01% | 173 |
|