Meridian 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 | $213K | Sell |
8,730
-605
| -6% | -$14.8K | 0.01% | 634 |
|
|
2025
Q1 | $227K | Buy |
+9,335
| New | +$227K | 0.01% | 576 |
|
|
2023
Q2 | – | Sell |
-10,492
| Closed | -$256K | – | 564 |
|
|
2023
Q1 | $256K | Sell |
10,492
-5,746
| -35% | -$140K | 0.02% | 459 |
|
|
2022
Q4 | $392K | Buy |
16,238
+3,862
| +31% | +$93.2K | 0.04% | 354 |
|
|
2022
Q3 | $299K | Buy |
+12,376
| New | +$299K | 0.03% | 369 |
|