Live Oak Private Wealth’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 | $550K | Buy |
22,546
+11
| +0% | +$268 | 0.08% | 124 |
|
|
2025
Q1 | $549K | Sell |
22,535
-731
| -3% | -$17.8K | 0.09% | 122 |
|
|
2024
Q4 | $560K | Sell |
23,266
-334
| -1% | -$8.04K | 0.09% | 120 |
|
|
2024
Q3 | $578K | Sell |
23,600
-70
| -0.3% | -$1.71K | 0.09% | 115 |
|
|
2024
Q2 | $570K | Buy |
23,670
+42
| +0.2% | +$1.01K | 0.1% | 110 |
|
|
2024
Q1 | $570K | Sell |
23,628
-174
| -0.7% | -$4.19K | 0.1% | 109 |
|
|
2023
Q4 | $577K | Sell |
23,802
-92
| -0.4% | -$2.23K | 0.11% | 104 |
|
|
2023
Q3 | $572K | Buy |
23,894
+3,726
| +18% | +$89.2K | 0.12% | 99 |
|
|
2023
Q2 | $485K | Buy |
20,168
+782
| +4% | +$18.8K | 0.1% | 106 |
|
|
2023
Q1 | $473K | Sell |
19,386
-2,118
| -10% | -$51.7K | 0.1% | 108 |
|
|
2022
Q4 | $519K | Sell |
21,504
-1,180
| -5% | -$28.5K | 0.11% | 111 |
|
|
2022
Q3 | $547K | Sell |
22,684
-2,838
| -11% | -$68.4K | 0.12% | 109 |
|
|
2022
Q2 | $628K | Buy |
+25,522
| New | +$628K | 0.13% | 108 |
|