Kuhn & Co Investment Counsel’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 | $796K | Buy |
32,664
+1
| +0% | +$24 | 0.6% | 56 |
|
|
2025
Q1 | $795K | Sell |
32,663
-1,825
| -5% | -$44.4K | 0.67% | 49 |
|
|
2024
Q4 | $830K | Buy |
34,488
+520
| +2% | +$12.5K | 0.71% | 42 |
|
|
2024
Q3 | $832K | Sell |
33,968
-5,058
| -13% | -$124K | 0.71% | 45 |
|
|
2024
Q2 | $939K | Buy |
39,026
+530
| +1% | +$12.8K | 0.84% | 37 |
|
|
2024
Q1 | $928K | Sell |
38,496
-340
| -0.9% | -$8.2K | 0.87% | 35 |
|
|
2023
Q4 | $941K | Buy |
+38,836
| New | +$941K | 0.96% | 33 |
|