Herold Advisors’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 | $2.46M | Buy |
101,034
+3,231
| +3% | +$78.8K | 0.52% | 56 |
|
|
2025
Q1 | $2.38M | Buy |
97,803
+4,584
| +5% | +$112K | 0.52% | 55 |
|
|
2024
Q4 | $2.24M | Buy |
93,219
+11,439
| +14% | +$275K | 0.49% | 55 |
|
|
2024
Q3 | $2M | Buy |
81,780
+4,320
| +6% | +$106K | 0.43% | 60 |
|
|
2024
Q2 | $1.86M | Sell |
77,460
-3,266
| -4% | -$78.6K | 0.43% | 62 |
|
|
2024
Q1 | $1.95M | Buy |
80,726
+3,688
| +5% | +$88.9K | 0.47% | 58 |
|
|
2023
Q4 | $1.87M | Buy |
77,038
+67,388
| +698% | +$1.63M | 0.52% | 61 |
|
|
2023
Q3 | $231K | Hold |
9,650
| – | – | 0.07% | 220 |
|
|
2023
Q2 | $232K | Buy |
+9,650
| New | +$232K | 0.07% | 219 |
|