LexAurum 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 | – | Sell |
-8,264
| Closed | -$201K | – | 368 |
|
|
2025
Q1 | $201K | Sell |
8,264
-108
| -1% | -$2.63K | 0.04% | 332 |
|
|
2024
Q4 | $201K | Buy |
+8,372
| New | +$201K | 0.04% | 317 |
|
|
2023
Q3 | – | Sell |
-9,826
| Closed | -$236K | – | 299 |
|
|
2023
Q2 | $236K | Sell |
9,826
-3,772
| -28% | -$90.6K | 0.07% | 232 |
|
|
2023
Q1 | $332K | Sell |
13,598
-4,984
| -27% | -$122K | 0.11% | 173 |
|
|
2022
Q4 | $448K | Sell |
18,582
-2,032
| -10% | -$49K | 0.16% | 130 |
|
|
2022
Q3 | $497K | Buy |
+20,614
| New | +$497K | 0.19% | 116 |
|