LifePlan Financial’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 | $1.03M | Buy |
42,234
+545
| +1% | +$13.3K | 0.85% | 36 |
|
|
2025
Q1 | $1.01M | Buy |
41,689
+1,048
| +3% | +$25.5K | 0.88% | 32 |
|
|
2024
Q4 | $978K | Sell |
40,641
-3,855
| -9% | -$92.8K | 0.86% | 34 |
|
|
2024
Q3 | $1.09M | Buy |
44,496
+298
| +0.7% | +$7.3K | 0.94% | 29 |
|
|
2024
Q2 | $1.06M | Buy |
44,198
+4,104
| +10% | +$98.8K | 0.98% | 29 |
|
|
2024
Q1 | $966K | Buy |
40,094
+1,468
| +4% | +$35.4K | 0.89% | 34 |
|
|
2023
Q4 | $936K | Buy |
+38,626
| New | +$936K | 0.94% | 34 |
|