National Wealth Management 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
Q1 | $1.65M | Buy |
67,918
+12,588
| +23% | +$306K | 1.09% | 25 |
|
|
2024
Q4 | $1.33M | Sell |
55,330
-139,320
| -72% | -$3.35M | 0.89% | 26 |
|
|
2024
Q3 | $4.77M | Buy |
194,650
+13,516
| +7% | +$331K | 3.23% | 8 |
|
|
2024
Q2 | $4.36M | Sell |
181,134
-2,580
| -1% | -$62.1K | 3.32% | 7 |
|
|
2024
Q1 | $4.43M | Buy |
183,714
+135,018
| +277% | +$3.25M | 3.45% | 4 |
|
|
2023
Q4 | $1.18M | Buy |
48,696
+24,220
| +99% | +$587K | 1.14% | 27 |
|
|
2023
Q3 | $586K | Buy |
24,476
+3,312
| +16% | +$79.3K | 0.64% | 43 |
|
|
2023
Q2 | $508K | Buy |
21,164
+2,068
| +11% | +$49.6K | 0.53% | 61 |
|
|
2023
Q1 | $465K | Buy |
+19,096
| New | +$465K | 0.53% | 50 |
|