Mid-American Wealth Advisory Group’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 | $7.9K | Buy |
+324
| New | +$7.9K | ﹤0.01% | 197 |
|
|
2024
Q3 | – | Sell |
-16,380
| Closed | -$394K | – | 58 |
|
|
2024
Q2 | $394K | Sell |
16,380
-2,608
| -14% | -$62.8K | 0.25% | 31 |
|
|
2024
Q1 | $458K | Sell |
18,988
-3,576
| -16% | -$86.2K | 0.31% | 30 |
|
|
2023
Q4 | $547K | Sell |
22,564
-3,778
| -14% | -$91.5K | 0.41% | 25 |
|
|
2023
Q3 | $631K | Sell |
26,342
-230,032
| -90% | -$5.51M | 0.51% | 21 |
|
|
2023
Q2 | $6.16M | Buy |
+256,374
| New | +$6.16M | 4.8% | 5 |
|
|
2022
Q1 | $6.96M | Sell |
280,920
-76,564
| -21% | -$1.9M | 5.44% | 1 |
|
|
2021
Q4 | $9.09M | Buy |
+357,484
| New | +$9.09M | 7.3% | 2 |
|