Independent Wealth Network’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 | $456K | Buy |
18,711
+416
| +2% | +$10.1K | 0.17% | 148 |
|
|
2025
Q1 | $445K | Sell |
18,295
-184
| -1% | -$4.48K | 0.18% | 138 |
|
|
2024
Q4 | $445K | Buy |
18,479
+119
| +0.6% | +$2.86K | 0.18% | 140 |
|
|
2024
Q3 | $450K | Sell |
18,360
-44
| -0.2% | -$1.08K | 0.2% | 129 |
|
|
2024
Q2 | $443K | Buy |
18,404
+432
| +2% | +$10.4K | 0.21% | 126 |
|
|
2024
Q1 | $433K | Sell |
17,972
-300
| -2% | -$7.23K | 0.2% | 127 |
|
|
2023
Q4 | $443K | Sell |
18,272
-30
| -0.2% | -$727 | 0.23% | 113 |
|
|
2023
Q3 | $438K | Buy |
18,302
+130
| +0.7% | +$3.11K | 0.27% | 96 |
|
|
2023
Q2 | $437K | Buy |
18,172
+594
| +3% | +$14.3K | 0.26% | 100 |
|
|
2023
Q1 | $429K | Sell |
17,578
-1,236
| -7% | -$30.2K | 0.27% | 90 |
|
|
2022
Q4 | $454K | Sell |
18,814
-10,058
| -35% | -$243K | 0.31% | 75 |
|
|
2022
Q3 | $697K | Sell |
28,872
-872
| -3% | -$21.1K | 0.54% | 40 |
|
|
2022
Q2 | $732K | Buy |
29,744
+13,120
| +79% | +$323K | 0.53% | 43 |
|
|
2022
Q1 | $412K | Sell |
16,624
-1,938
| -10% | -$48K | 0.26% | 104 |
|
|
2021
Q4 | $472K | Buy |
18,562
+10
| +0.1% | +$254 | 0.29% | 92 |
|
|
2021
Q3 | $473K | Buy |
+18,552
| New | +$473K | 0.31% | 97 |
|