Lindenwold 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 | $1.03M | Sell |
42,283
-3,650
| -8% | -$89K | 0.54% | 53 |
|
|
2025
Q1 | $1.12M | Sell |
45,933
-7,378
| -14% | -$180K | 0.62% | 47 |
|
|
2024
Q4 | $1.28M | Sell |
53,311
-3,239
| -6% | -$77.9K | 0.68% | 47 |
|
|
2024
Q3 | $1.38M | Sell |
56,550
-20,476
| -27% | -$501K | 0.7% | 45 |
|
|
2024
Q2 | $1.85M | Sell |
77,026
-632
| -0.8% | -$15.2K | 0.99% | 35 |
|
|
2024
Q1 | $1.87M | Buy |
77,658
+1,958
| +3% | +$47.2K | 1% | 36 |
|
|
2023
Q4 | $1.83M | Buy |
75,700
+1,944
| +3% | +$47.1K | 1.04% | 33 |
|
|
2023
Q3 | $1.77M | Buy |
73,756
+6,156
| +9% | +$147K | 1.1% | 34 |
|
|
2023
Q2 | $1.62M | Buy |
67,600
+29,084
| +76% | +$699K | 1% | 36 |
|
|
2023
Q1 | $940K | Buy |
38,516
+6,612
| +21% | +$161K | 0.58% | 53 |
|
|
2022
Q4 | $770K | Buy |
31,904
+2,004
| +7% | +$48.3K | 0.52% | 58 |
|
|
2022
Q3 | $721K | Buy |
+29,900
| New | +$721K | 0.53% | 56 |
|