MBM Wealth Consultants’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 | $14.9M | Buy |
612,274
+39,555
| +7% | +$964K | 4% | 8 |
|
|
2025
Q1 | $13.9M | Buy |
572,719
+51,907
| +10% | +$1.26M | 4.12% | 8 |
|
|
2024
Q4 | $12.6M | Buy |
520,812
+114,974
| +28% | +$2.78M | 3.74% | 9 |
|
|
2024
Q3 | $9.94M | Buy |
405,838
+102,816
| +34% | +$2.52M | 3.13% | 9 |
|
|
2024
Q2 | $7.29M | Sell |
303,022
-14,998
| -5% | -$361K | 2.49% | 11 |
|
|
2024
Q1 | $7.67M | Buy |
318,020
+12,698
| +4% | +$306K | 2.7% | 11 |
|
|
2023
Q4 | $7.41M | Buy |
305,322
+50,660
| +20% | +$1.23M | 2.77% | 11 |
|
|
2023
Q3 | $6.09M | Buy |
+254,662
| New | +$6.09M | 2.65% | 11 |
|