IRON Financial’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 | – | Sell |
-15,004
| Closed | -$365K | – | 126 |
|
|
2025
Q1 | $365K | Sell |
15,004
-3,411
| -19% | -$83K | 0.2% | 69 |
|
|
2024
Q4 | $443K | Sell |
18,415
-2,533
| -12% | -$60.9K | 0.25% | 62 |
|
|
2024
Q3 | $513K | Sell |
20,948
-2,166
| -9% | -$53K | 0.28% | 57 |
|
|
2024
Q2 | $556K | Sell |
23,114
-1,882
| -8% | -$45.3K | 0.31% | 58 |
|
|
2024
Q1 | $603K | Sell |
24,996
-1,938
| -7% | -$46.7K | 0.34% | 57 |
|
|
2023
Q4 | $652K | Buy |
+26,934
| New | +$652K | 0.37% | 49 |
|