Noble Family Wealth’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 | $542K | Sell |
22,216
-500
| -2% | -$12.2K | 0.13% | 51 |
|
|
2025
Q1 | $553K | Sell |
22,716
-1,000
| -4% | -$24.3K | 0.15% | 47 |
|
|
2024
Q4 | $572K | Hold |
23,716
| – | – | 0.16% | 47 |
|
|
2024
Q3 | $581K | Sell |
23,716
-2,000
| -8% | -$49K | 0.16% | 48 |
|
|
2024
Q2 | $619K | Sell |
25,716
-4,650
| -15% | -$112K | 0.18% | 47 |
|
|
2024
Q1 | $732K | Sell |
30,366
-3,636
| -11% | -$87.6K | 0.21% | 45 |
|
|
2023
Q4 | $824K | Sell |
34,002
-2,474
| -7% | -$59.9K | 0.25% | 42 |
|
|
2023
Q3 | $873K | Sell |
36,476
-7,956
| -18% | -$191K | 0.29% | 39 |
|
|
2023
Q2 | $1.07M | Sell |
44,432
-8,000
| -15% | -$192K | 0.35% | 37 |
|
|
2023
Q1 | $1.28M | Buy |
+52,432
| New | +$1.28M | 0.44% | 36 |
|