IHT 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 | $221K | Buy |
9,078
+590
| +7% | +$14.4K | 0.01% | 1041 |
|
|
2025
Q1 | $207K | Buy |
8,488
+57
| +0.7% | +$1.39K | 0.01% | 1020 |
|
|
2024
Q4 | $203K | Sell |
8,431
-1,519
| -15% | -$36.5K | 0.01% | 1019 |
|
|
2024
Q3 | $244K | Buy |
9,950
+824
| +9% | +$20.2K | 0.01% | 1002 |
|
|
2024
Q2 | $220K | Buy |
9,126
+22
| +0.2% | +$529 | 0.01% | 922 |
|
|
2024
Q1 | $219K | Sell |
9,104
-532
| -6% | -$12.8K | 0.01% | 907 |
|
|
2023
Q4 | $233K | Sell |
9,636
-4,448
| -32% | -$108K | 0.01% | 861 |
|
|
2023
Q3 | $337K | Sell |
14,084
-6,044
| -30% | -$145K | 0.02% | 683 |
|
|
2023
Q2 | $484K | Buy |
20,128
+1,762
| +10% | +$42.3K | 0.03% | 553 |
|
|
2023
Q1 | $448K | Sell |
18,366
-9,478
| -34% | -$231K | 0.03% | 540 |
|
|
2022
Q4 | $672K | Buy |
27,844
+10,640
| +62% | +$257K | 0.04% | 401 |
|
|
2022
Q3 | $415K | Buy |
17,204
+5,250
| +44% | +$127K | 0.03% | 513 |
|
|
2022
Q2 | $294K | Buy |
11,954
+376
| +3% | +$9.25K | 0.03% | 536 |
|
|
2022
Q1 | $287K | Sell |
11,578
-286
| -2% | -$7.09K | 0.02% | 584 |
|
|
2021
Q4 | $302K | Sell |
11,864
-4,674
| -28% | -$119K | 0.02% | 610 |
|
|
2021
Q3 | $423K | Sell |
16,538
-3,416
| -17% | -$87.4K | 0.03% | 480 |
|
|
2021
Q2 | $511K | Buy |
19,954
+5,588
| +39% | +$143K | 0.03% | 527 |
|
|
2021
Q1 | $369K | Buy |
14,366
+2,594
| +22% | +$66.6K | 0.03% | 556 |
|
|
2020
Q4 | $302K | Buy |
11,772
+3,878
| +49% | +$99.5K | 0.03% | 561 |
|
|
2020
Q3 | $203K | Hold |
7,894
| – | – | 0.02% | 602 |
|
|
2020
Q2 | $204K | Sell |
7,894
-290
| -4% | -$7.49K | 0.03% | 522 |
|
|
2020
Q1 | $212K | Sell |
8,184
-178
| -2% | -$4.61K | 0.03% | 471 |
|
|
2019
Q4 | $211K | Hold |
8,362
| – | – | 0.03% | 548 |
|
|
2019
Q3 | $212K | Sell |
8,362
-2
| -0% | -$51 | 0.03% | 536 |
|
|
2019
Q2 | $212K | Buy |
8,364
+118
| +1% | +$2.99K | 0.03% | 479 |
|
|
2019
Q1 | $207K | Hold |
8,246
| – | – | 0.03% | 457 |
|
|
2018
Q4 | $206K | Sell |
8,246
-1,548
| -16% | -$38.7K | 0.04% | 421 |
|
|
2018
Q3 | $243K | Sell |
9,794
-6,680
| -41% | -$166K | 0.05% | 369 |
|
|
2018
Q2 | $410K | Buy |
+16,474
| New | +$410K | 0.1% | 235 |
|