Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,326
| Closed | -$56K | – | 1082 |
|
|
2024
Q3 | $56K | Hold |
2,326
| – | – | 0.02% | 462 |
|
|
2024
Q2 | $55K | Hold |
2,326
| – | – | 0.02% | 459 |
|
|
2024
Q1 | $56.1K | Sell |
2,326
-236
| -9% | -$5.69K | 0.02% | 456 |
|
|
2023
Q4 | $62K | Hold |
2,562
| – | – | 0.02% | 422 |
|
|
2023
Q3 | $61.3K | Buy |
+2,562
| New | +$61.3K | 0.02% | 403 |
|
|
2023
Q1 | $100K | Buy |
+4,112
| New | +$100K | 0.04% | 307 |
|
|
2022
Q4 | – | Sell |
-794
| Closed | -$19K | – | 969 |
|
|
2022
Q3 | $19K | Buy |
+794
| New | +$19K | 0.01% | 590 |
|