Moser Wealth 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 | $1.62K | Hold |
66
| – | – | ﹤0.01% | 190 |
|
|
2025
Q1 | $1.6K | Buy |
66
+1
| +2% | +$24 | ﹤0.01% | 154 |
|
|
2024
Q4 | $1.57K | Buy |
65
+1
| +2% | +$24 | ﹤0.01% | 134 |
|
|
2024
Q3 | $1.59K | Hold |
64
| – | – | ﹤0.01% | 134 |
|
|
2024
Q2 | $1.55K | Hold |
64
| – | – | ﹤0.01% | 144 |
|
|
2024
Q1 | $1.53K | Hold |
64
| – | – | ﹤0.01% | 142 |
|
|
2023
Q4 | $1.53K | Buy |
64
+2
| +3% | +$48 | ﹤0.01% | 136 |
|
|
2023
Q3 | $1.49K | Hold |
62
| – | – | ﹤0.01% | 129 |
|
|
2023
Q2 | $1.48K | Buy |
+62
| New | +$1.48K | ﹤0.01% | 126 |
|
|
2022
Q4 | $1.46K | Hold |
60
| – | – | ﹤0.01% | 121 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 145 |
|
|
2022
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 132 |
|
|
2022
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 132 |
|
|
2021
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 137 |
|
|
2021
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 138 |
|
|
2021
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 134 |
|
|
2021
Q1 | $2K | Sell |
60
-60
| -50% | -$2K | ﹤0.01% | 151 |
|
|
2020
Q4 | $3K | Sell |
120
-60
| -33% | -$1.5K | ﹤0.01% | 116 |
|
|
2020
Q3 | $5K | Sell |
180
-48
| -21% | -$1.33K | ﹤0.01% | 112 |
|
|
2020
Q2 | $6K | Sell |
228
-46
| -17% | -$1.21K | 0.01% | 108 |
|
|
2020
Q1 | $7K | Buy |
274
+2
| +0.7% | +$51 | 0.01% | 112 |
|
|
2019
Q4 | $7K | Buy |
+272
| New | +$7K | 0.01% | 131 |
|