MBE 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 | $2.12M | Buy |
86,756
+14,211
| +20% | +$346K | 0.92% | 22 |
|
|
2025
Q1 | $1.77M | Buy |
72,545
+56,099
| +341% | +$1.37M | 0.84% | 22 |
|
|
2024
Q4 | $396K | Hold |
16,446
| – | – | 0.22% | 56 |
|
|
2024
Q3 | $403K | Sell |
16,446
-186
| -1% | -$4.56K | 0.22% | 59 |
|
|
2024
Q2 | $400K | Buy |
16,632
+178
| +1% | +$4.28K | 0.24% | 57 |
|
|
2024
Q1 | $397K | Buy |
16,454
+946
| +6% | +$22.8K | 0.24% | 57 |
|
|
2023
Q4 | $376K | Hold |
15,508
| – | – | 0.19% | 62 |
|
|
2023
Q3 | $371K | Sell |
15,508
-634
| -4% | -$15.2K | 0.21% | 53 |
|
|
2023
Q2 | $388K | Sell |
16,142
-620
| -4% | -$14.9K | 0.21% | 52 |
|
|
2023
Q1 | $409K | Sell |
16,762
-658
| -4% | -$16.1K | 0.24% | 46 |
|
|
2022
Q4 | $420K | Hold |
17,420
| – | – | 0.27% | 40 |
|
|
2022
Q3 | $420K | Sell |
17,420
-222
| -1% | -$5.35K | 0.31% | 33 |
|
|
2022
Q2 | $434K | Sell |
17,642
-1,420
| -7% | -$34.9K | 0.3% | 34 |
|
|
2022
Q1 | $472K | Sell |
19,062
-2,226
| -10% | -$55.1K | 0.28% | 32 |
|
|
2021
Q4 | $541K | Sell |
21,288
-220
| -1% | -$5.59K | 0.28% | 26 |
|
|
2021
Q3 | $550K | Sell |
21,508
-17,262
| -45% | -$441K | 0.28% | 23 |
|
|
2021
Q2 | $993K | Sell |
38,770
-80,968
| -68% | -$2.07M | 0.51% | 17 |
|
|
2021
Q1 | $3.07M | Buy |
119,738
+4,768
| +4% | +$122K | 1.67% | 14 |
|
|
2020
Q4 | $2.95M | Buy |
114,970
+30,100
| +35% | +$773K | 2% | 12 |
|
|
2020
Q3 | $2.19M | Hold |
84,870
| – | – | 1.84% | 12 |
|
|
2020
Q2 | $2.19M | Buy |
84,870
+8,622
| +11% | +$222K | 1.84% | 12 |
|
|
2020
Q1 | $1.97M | Buy |
76,248
+2,608
| +4% | +$67.5K | 1.88% | 10 |
|
|
2019
Q4 | $1.86M | Buy |
+73,640
| New | +$1.86M | 1.86% | 11 |
|