LRPA
L. Roy Papp & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
12,772
+660
| +5% | +$16.1K | 0.04% | 150 |
|
|
2025
Q1 | $295K | Buy |
12,112
+749
| +7% | +$18.2K | 0.04% | 149 |
|
|
2024
Q4 | $273K | Buy |
11,363
+5,782
| +104% | +$139K | 0.03% | 154 |
|
|
2024
Q3 | $273K | Buy |
5,581
+2
| +0% | +$98 | 0.03% | 151 |
|
|
2024
Q2 | $269K | Sell |
5,579
-1,944
| -26% | -$93.6K | 0.03% | 153 |
|
|
2024
Q1 | $363K | Buy |
7,523
+67
| +0.9% | +$3.23K | 0.04% | 137 |
|
|
2023
Q4 | $361K | Hold |
7,456
| – | – | 0.04% | 136 |
|
|
2023
Q3 | $357K | Sell |
7,456
-450
| -6% | -$21.6K | 0.05% | 131 |
|
|
2023
Q2 | $380K | Hold |
7,906
| – | – | 0.05% | 132 |
|
|
2023
Q1 | $386K | Hold |
7,906
| – | – | 0.05% | 133 |
|
|
2022
Q4 | $381K | Hold |
7,906
| – | – | 0.05% | 132 |
|
|
2022
Q3 | $382K | Sell |
7,906
-2,000
| -20% | -$96.6K | 0.06% | 127 |
|
|
2022
Q2 | $487K | Hold |
9,906
| – | – | 0.07% | 119 |
|
|
2022
Q1 | $491K | Buy |
9,906
+400
| +4% | +$19.8K | 0.06% | 126 |
|
|
2021
Q4 | $483K | Sell |
9,506
-400
| -4% | -$20.3K | 0.06% | 129 |
|
|
2021
Q3 | $507K | Hold |
9,906
| – | – | 0.06% | 125 |
|
|
2021
Q2 | $507K | Hold |
9,906
| – | – | 0.06% | 126 |
|
|
2021
Q1 | $508K | Sell |
9,906
-1,700
| -15% | -$87.2K | 0.07% | 120 |
|
|
2020
Q4 | $596K | Buy |
11,606
+142
| +1% | +$7.29K | 0.07% | 122 |
|
|
2020
Q3 | $590K | Sell |
11,464
-40
| -0.3% | -$2.06K | 0.08% | 118 |
|
|
2020
Q2 | $594K | Hold |
11,504
| – | – | 0.08% | 117 |
|
|
2020
Q1 | $595K | Sell |
11,504
-10
| -0.1% | -$517 | 0.11% | 112 |
|
|
2019
Q4 | $581K | Hold |
11,514
| – | – | 0.08% | 124 |
|
|
2019
Q3 | $582K | Hold |
11,514
| – | – | 0.09% | 119 |
|
|
2019
Q2 | $582K | Buy |
+11,514
| New | +$582K | 0.09% | 122 |
|