Jones Financial Companies’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 | $1.33M | Buy |
54,658
+17,018
| +45% | +$415K | ﹤0.01% | 901 |
|
|
2025
Q1 | $916K | Buy |
37,640
+6,956
| +23% | +$169K | ﹤0.01% | 896 |
|
|
2024
Q4 | $738K | Buy |
30,684
+24,482
| +395% | +$589K | ﹤0.01% | 848 |
|
|
2024
Q3 | $152K | Buy |
6,202
+3,674
| +145% | +$90.1K | ﹤0.01% | 1244 |
|
|
2024
Q2 | $60.8K | Buy |
2,528
+2,100
| +491% | +$50.5K | ﹤0.01% | 1182 |
|
|
2024
Q1 | $10.3K | Buy |
+428
| New | +$10.3K | ﹤0.01% | 1058 |
|