Peterson 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 | $9.32M | Sell |
382,422
-3,828
| -1% | -$93.3K | 1.54% | 13 |
|
|
2025
Q1 | $9.4M | Buy |
386,250
+19,187
| +5% | +$467K | 1.82% | 11 |
|
|
2024
Q4 | $8.86M | Buy |
367,063
+25,403
| +7% | +$613K | 1.6% | 12 |
|
|
2024
Q3 | $8.37M | Buy |
341,660
+25,874
| +8% | +$634K | 1.58% | 12 |
|
|
2024
Q2 | $7.6M | Buy |
315,786
+3,452
| +1% | +$83.1K | 1.59% | 11 |
|
|
2024
Q1 | $7.53M | Buy |
312,334
+34,388
| +12% | +$829K | 1.6% | 11 |
|
|
2023
Q4 | $6.73M | Sell |
277,946
-682
| -0.2% | -$16.5K | 1.6% | 11 |
|
|
2023
Q3 | $6.67M | Buy |
278,628
+12,234
| +5% | +$293K | 1.79% | 11 |
|
|
2023
Q2 | $6.37M | Buy |
266,394
+244,628
| +1,124% | +$5.85M | 1.68% | 11 |
|
|
2023
Q1 | $531K | Buy |
+21,766
| New | +$531K | 0.15% | 42 |
|