Lauterbach Financial Advisors’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 | $266K | Buy |
10,904
+79
| +0.7% | +$1.93K | 0.15% | 69 |
|
|
2025
Q1 | $263K | Buy |
10,825
+54
| +0.5% | +$1.31K | 0.16% | 62 |
|
|
2024
Q4 | $259K | Buy |
10,771
+101
| +0.9% | +$2.43K | 0.16% | 59 |
|
|
2024
Q3 | $261K | Buy |
10,670
+56
| +0.5% | +$1.37K | 0.16% | 57 |
|
|
2024
Q2 | $259K | Buy |
10,614
+844
| +9% | +$20.6K | 0.17% | 54 |
|
|
2024
Q1 | $235K | Buy |
9,770
+48
| +0.5% | +$1.16K | 0.15% | 59 |
|
|
2023
Q4 | $235K | Buy |
9,722
+90
| +0.9% | +$2.18K | 0.16% | 58 |
|
|
2023
Q3 | $231K | Buy |
9,632
+290
| +3% | +$6.95K | 0.18% | 54 |
|
|
2023
Q2 | $224K | Buy |
9,342
+56
| +0.6% | +$1.35K | 0.17% | 56 |
|
|
2023
Q1 | $227K | Buy |
+9,286
| New | +$227K | 0.18% | 53 |
|
|
2022
Q4 | – | Sell |
-11,558
| Closed | -$279K | – | 54 |
|
|
2022
Q3 | $279K | Buy |
11,558
+1,100
| +11% | +$26.6K | 0.28% | 36 |
|
|
2022
Q2 | $257K | Buy |
+10,458
| New | +$257K | 0.24% | 42 |
|