McBroom & Associates’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 | $990K | Hold |
40,665
| – | – | 0.57% | 30 |
|
|
2025
Q1 | $990K | Sell |
40,665
-1,498
| -4% | -$36.5K | 0.57% | 30 |
|
|
2024
Q4 | $1.01M | Sell |
42,163
-2,553
| -6% | -$61.4K | 0.57% | 27 |
|
|
2024
Q3 | $1.1M | Buy |
44,716
+2,580
| +6% | +$63.2K | 0.67% | 23 |
|
|
2024
Q2 | $1.01M | Sell |
42,136
-1,222
| -3% | -$29.4K | 0.64% | 24 |
|
|
2024
Q1 | $1.05M | Buy |
43,358
+4,336
| +11% | +$105K | 0.69% | 24 |
|
|
2023
Q4 | $945K | Sell |
39,022
-10,844
| -22% | -$263K | 0.69% | 25 |
|
|
2023
Q3 | $1.19M | Sell |
49,866
-7,874
| -14% | -$189K | 0.95% | 26 |
|
|
2023
Q2 | $1.39M | Sell |
57,740
-8,096
| -12% | -$195K | 1.09% | 24 |
|
|
2023
Q1 | $1.61M | Sell |
65,836
-20,234
| -24% | -$494K | 1.44% | 22 |
|
|
2022
Q4 | $2.08M | Sell |
86,070
-32,458
| -27% | -$783K | 2.25% | 19 |
|
|
2022
Q3 | $2.86M | Sell |
118,528
-39,654
| -25% | -$957K | 3.23% | 18 |
|
|
2022
Q2 | $3.89M | Sell |
158,182
-26,980
| -15% | -$663K | 4.23% | 13 |
|
|
2022
Q1 | $4.59M | Sell |
185,162
-10,132
| -5% | -$251K | 4.06% | 16 |
|
|
2021
Q4 | $4.97M | Buy |
+195,294
| New | +$4.97M | 3.74% | 17 |
|