Maltin Wealth Management’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 | $5.35M | Buy |
219,383
+17,687
| +9% | +$431K | 2.41% | 9 |
|
2025
Q1 | $4.91M | Buy |
201,696
+8,075
| +4% | +$197K | 2.31% | 11 |
|
2024
Q4 | $4.66M | Sell |
193,621
-8,851
| -4% | -$213K | 2.29% | 9 |
|
2024
Q3 | $4.96M | Sell |
202,472
-6,972
| -3% | -$171K | 2.41% | 9 |
|
2024
Q2 | $5.04M | Buy |
209,444
+64,930
| +45% | +$1.56M | 2.71% | 7 |
|
2024
Q1 | $3.48M | Buy |
144,514
+2,972
| +2% | +$71.6K | 1.96% | 12 |
|
2023
Q4 | $3.43M | Buy |
141,542
+59,178
| +72% | +$1.43M | 2.18% | 9 |
|
2023
Q3 | $1.97M | Buy |
+82,364
| New | +$1.97M | 1.38% | 26 |
|