MAM
McLean Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
92,281
-3,733
| -4% | -$90.6K | 0.59% | 29 |
|
|
2025
Q1 | $2.34M | Sell |
96,014
-3,486
| -4% | -$84.9K | 0.77% | 24 |
|
|
2024
Q4 | $2.39M | Buy |
99,500
+52,739
| +113% | +$1.27M | 0.72% | 27 |
|
|
2024
Q3 | $2.27M | Buy |
46,761
+14,453
| +45% | +$703K | 0.69% | 25 |
|
|
2024
Q2 | $1.55M | Sell |
32,308
-4,290
| -12% | -$206K | 0.5% | 32 |
|
|
2024
Q1 | $1.76M | Sell |
36,598
-167
| -0.5% | -$8.01K | 0.6% | 26 |
|
|
2023
Q4 | $1.78M | Sell |
36,765
-39,183
| -52% | -$1.89M | 0.67% | 24 |
|
|
2023
Q3 | $3.64M | Sell |
75,948
-382
| -0.5% | -$18.3K | 1.49% | 16 |
|
|
2023
Q2 | $3.67M | Sell |
76,330
-4,096
| -5% | -$197K | 1.44% | 17 |
|
|
2023
Q1 | $3.92M | Sell |
80,426
-36,855
| -31% | -$1.8M | 1.61% | 15 |
|
|
2022
Q4 | $5.66M | Buy |
+117,281
| New | +$5.66M | 1.93% | 13 |
|