Joule 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 | $411K | Hold |
16,862
| – | – | 0.13% | 70 |
|
|
2025
Q1 | $410K | Buy |
16,862
+3,167
| +23% | +$77.1K | 0.14% | 70 |
|
|
2024
Q4 | $330K | Buy |
+13,695
| New | +$330K | 0.12% | 78 |
|
|
2023
Q2 | – | Sell |
-15,500
| Closed | -$378K | – | 106 |
|
|
2023
Q1 | $378K | Hold |
15,500
| – | – | 0.2% | 58 |
|
|
2022
Q4 | $374K | Hold |
15,500
| – | – | 0.25% | 55 |
|
|
2022
Q3 | $374K | Buy |
+15,500
| New | +$374K | 0.28% | 55 |
|