Per Stirling Capital Management’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 | $415K | Hold |
17,024
| – | – | 0.05% | 186 |
|
|
2025
Q1 | $414K | Sell |
17,024
-68
| -0.4% | -$1.66K | 0.06% | 181 |
|
|
2024
Q4 | $411K | Sell |
17,092
-28,410
| -62% | -$684K | 0.06% | 184 |
|
|
2024
Q3 | $1.11M | Buy |
45,502
+8,808
| +24% | +$216K | 0.15% | 107 |
|
|
2024
Q2 | $883K | Buy |
36,694
+3,372
| +10% | +$81.1K | 0.14% | 107 |
|
|
2024
Q1 | $803K | Sell |
33,322
-190
| -0.6% | -$4.58K | 0.13% | 102 |
|
|
2023
Q4 | $812K | Sell |
33,512
-58
| -0.2% | -$1.41K | 0.15% | 95 |
|
|
2023
Q3 | $804K | Buy |
33,570
+1,450
| +5% | +$34.7K | 0.17% | 82 |
|
|
2023
Q2 | $772K | Sell |
32,120
-19,142
| -37% | -$460K | 0.16% | 83 |
|
|
2023
Q1 | $1.25M | Buy |
51,262
+908
| +2% | +$22.2K | 0.27% | 60 |
|
|
2022
Q4 | $1.21M | Buy |
+50,354
| New | +$1.21M | 0.22% | 65 |
|