Leading Edge Financial Planning’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 | $526K | Sell |
21,563
-50
| -0.2% | -$1.22K | 0.15% | 34 |
|
|
2025
Q1 | $526K | Hold |
21,613
| – | – | 0.16% | 34 |
|
|
2024
Q4 | $520K | Sell |
21,613
-2,109
| -9% | -$50.7K | 0.17% | 34 |
|
|
2024
Q3 | $581K | Sell |
23,722
-202
| -0.8% | -$4.95K | 0.19% | 33 |
|
|
2024
Q2 | $576K | Sell |
23,924
-15,632
| -40% | -$376K | 0.23% | 30 |
|
|
2024
Q1 | $954K | Sell |
39,556
-40,314
| -50% | -$972K | 0.42% | 24 |
|
|
2023
Q4 | $1.93M | Sell |
79,870
-30,022
| -27% | -$727K | 1% | 16 |
|
|
2023
Q3 | $2.63M | Sell |
109,892
-5,180
| -5% | -$124K | 1.69% | 13 |
|
|
2023
Q2 | $2.77M | Sell |
115,072
-9,152
| -7% | -$220K | 1.81% | 11 |
|
|
2023
Q1 | $3.03M | Sell |
124,224
-2,214
| -2% | -$54K | 2.19% | 11 |
|
|
2022
Q4 | $3.05M | Buy |
+126,438
| New | +$3.05M | 2.64% | 10 |
|