HB 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 | $5.33M | Buy |
+218,518
| New | +$5.33M | 0.04% | 216 |
|
|
2024
Q4 | – | Sell |
-12,198
| Closed | -$299K | – | 1082 |
|
|
2024
Q3 | $299K | Sell |
12,198
-358
| -3% | -$8.77K | ﹤0.01% | 754 |
|
|
2024
Q2 | $302K | Sell |
12,556
-144
| -1% | -$3.47K | ﹤0.01% | 699 |
|
|
2024
Q1 | $306K | Sell |
12,700
-10,384
| -45% | -$250K | ﹤0.01% | 646 |
|
|
2023
Q4 | $559K | Buy |
23,084
+9,156
| +66% | +$222K | 0.01% | 425 |
|
|
2023
Q3 | $334K | Sell |
13,928
-31,020
| -69% | -$743K | 0.01% | 538 |
|
|
2023
Q2 | $1.08M | Sell |
44,948
-5,944
| -12% | -$143K | 0.02% | 282 |
|
|
2023
Q1 | $1.24M | Sell |
50,892
-1,018
| -2% | -$24.8K | 0.02% | 257 |
|
|
2022
Q4 | $1.25M | Buy |
+51,910
| New | +$1.25M | 0.02% | 254 |
|
|
2022
Q2 | – | Sell |
-15,802
| Closed | -$391K | – | 612 |
|
|
2022
Q1 | $391K | Sell |
15,802
-20,326
| -56% | -$503K | 0.01% | 391 |
|
|
2021
Q4 | $919K | Buy |
+36,128
| New | +$919K | 0.02% | 247 |
|