Larson Financial Group’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 | $127K | Buy |
5,221
+819
| +19% | +$20K | 0.01% | 764 |
|
|
2025
Q1 | $107K | Buy |
4,402
+4
| +0.1% | +$97 | 0.01% | 773 |
|
|
2024
Q4 | $106K | Buy |
4,398
+12
| +0.3% | +$289 | 0.01% | 715 |
|
|
2024
Q3 | $107K | Sell |
4,386
-1,622
| -27% | -$39.7K | 0.01% | 706 |
|
|
2024
Q2 | $145K | Buy |
6,008
+1,650
| +38% | +$39.7K | 0.01% | 553 |
|
|
2024
Q1 | $105K | Buy |
4,358
+10
| +0.2% | +$241 | 0.01% | 531 |
|
|
2023
Q4 | $105K | Buy |
4,348
+18
| +0.4% | +$436 | 0.01% | 474 |
|
|
2023
Q3 | $104K | Buy |
4,330
+24
| +0.6% | +$575 | 0.01% | 450 |
|
|
2023
Q2 | $103K | Buy |
4,306
+12
| +0.3% | +$288 | 0.01% | 423 |
|
|
2023
Q1 | $105K | Buy |
4,294
+3,050
| +245% | +$74.4K | 0.01% | 425 |
|
|
2022
Q4 | $30K | Buy |
1,244
+8
| +0.6% | +$193 | ﹤0.01% | 612 |
|
|
2022
Q3 | $30K | Buy |
1,236
+4
| +0.3% | +$97 | ﹤0.01% | 547 |
|
|
2022
Q2 | $30K | Buy |
1,232
+2
| +0.2% | +$49 | 0.01% | 471 |
|
|
2022
Q1 | $30K | Buy |
1,230
+2
| +0.2% | +$49 | ﹤0.01% | 460 |
|
|
2021
Q4 | $31K | Hold |
1,228
| – | – | ﹤0.01% | 468 |
|
|
2021
Q3 | $31K | Buy |
1,228
+2
| +0.2% | +$50 | 0.01% | 378 |
|
|
2021
Q2 | $31K | Buy |
1,226
+2
| +0.2% | +$51 | 0.01% | 366 |
|
|
2021
Q1 | $31K | Sell |
1,224
-250
| -17% | -$6.33K | 0.01% | 341 |
|
|
2020
Q4 | $38K | Sell |
1,474
-1,008
| -41% | -$26K | 0.01% | 255 |
|
|
2020
Q3 | $64K | Buy |
2,482
+26
| +1% | +$670 | 0.03% | 167 |
|
|
2020
Q2 | $63K | Sell |
2,456
-662
| -21% | -$17K | 0.03% | 170 |
|
|
2020
Q1 | $81K | Sell |
3,118
-910
| -23% | -$23.6K | 0.05% | 125 |
|
|
2019
Q4 | $102K | Buy |
4,028
+218
| +6% | +$5.52K | 0.06% | 106 |
|
|
2019
Q3 | $96K | Sell |
3,810
-950
| -20% | -$23.9K | 0.06% | 104 |
|
|
2019
Q2 | $120K | Buy |
4,760
+100
| +2% | +$2.52K | 0.09% | 77 |
|
|
2019
Q1 | $117K | Sell |
4,660
-1,142
| -20% | -$28.7K | 0.09% | 76 |
|
|
2018
Q4 | $145K | Sell |
5,802
-2,446
| -30% | -$61.1K | 0.13% | 63 |
|
|
2018
Q3 | $204K | Buy |
8,248
+32
| +0.4% | +$791 | 0.23% | 47 |
|
|
2018
Q2 | $204K | Sell |
8,216
-90
| -1% | -$2.24K | 0.23% | 47 |
|
|
2018
Q1 | $207K | Sell |
8,306
-6,040
| -42% | -$151K | 0.24% | 43 |
|
|
2017
Q4 | $359K | Buy |
+14,346
| New | +$359K | 0.3% | 52 |
|