Morling Financial Advisors’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 | $120K | Buy |
4,932
+3,912
| +384% | +$95.4K | 0.04% | 75 |
|
|
2025
Q1 | $24.8K | Buy |
+1,020
| New | +$24.8K | 0.01% | 105 |
|
|
2024
Q1 | – | Sell |
-2,008
| Closed | -$48.6K | – | 108 |
|
|
2023
Q4 | $48.6K | Hold |
2,008
| – | – | 0.04% | 65 |
|
|
2023
Q3 | $48.1K | Hold |
2,008
| – | – | 0.05% | 61 |
|
|
2023
Q2 | $48.3K | Hold |
2,008
| – | – | 0.05% | 62 |
|
|
2023
Q1 | $49K | Buy |
+2,008
| New | +$49K | 0.05% | 66 |
|