Lowery Thomas LLC’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 | $2.98M | Sell |
122,232
-2,801
| -2% | -$68.3K | 1.91% | 17 |
|
|
2025
Q1 | $3.04M | Sell |
125,033
-11,010
| -8% | -$268K | 2.08% | 15 |
|
|
2024
Q4 | $3.27M | Sell |
136,043
-30,527
| -18% | -$734K | 2.13% | 16 |
|
|
2024
Q3 | $4.08M | Sell |
166,570
-78,802
| -32% | -$1.93M | 2.77% | 13 |
|
|
2024
Q2 | $5.9M | Sell |
245,372
-13,144
| -5% | -$316K | 4.31% | 8 |
|
|
2024
Q1 | $6.23M | Sell |
258,516
-21,456
| -8% | -$517K | 4.77% | 8 |
|
|
2023
Q4 | $6.78M | Sell |
279,972
-48,810
| -15% | -$1.18M | 5.82% | 5 |
|
|
2023
Q3 | $7.87M | Sell |
328,782
-46,366
| -12% | -$1.11M | 7.53% | 3 |
|
|
2023
Q2 | $9.01M | Buy |
375,148
+24,852
| +7% | +$597K | 8.86% | 2 |
|
|
2023
Q1 | $8.55M | Buy |
350,296
+82,020
| +31% | +$2M | 9.42% | 2 |
|
|
2022
Q4 | $6.47M | Buy |
268,276
+259,352
| +2,906% | +$6.26M | 7.77% | 2 |
|
|
2022
Q3 | $216K | Sell |
8,924
-15,130
| -63% | -$366K | 0.25% | 40 |
|
|
2022
Q2 | $592K | Sell |
24,054
-5,714
| -19% | -$141K | 0.57% | 31 |
|
|
2022
Q1 | $737K | Sell |
29,768
-3,336
| -10% | -$82.6K | 0.57% | 32 |
|
|
2021
Q4 | $842K | Buy |
+33,104
| New | +$842K | 0.58% | 34 |
|