Pinkerton Retirement Specialists’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
$2.27M Buy
93,057
+11,867
+15% +$289K 0.27% 84
2025
Q1
$1.98M Buy
81,190
+6,411
+9% +$156K 0.26% 66
2024
Q4
$1.8M Buy
74,779
+6,677
+10% +$161K 0.26% 76
2024
Q3
$1.67M Buy
68,102
+3,454
+5% +$84.6K 0.24% 77
2024
Q2
$1.56M Buy
64,648
+3,450
+6% +$83K 0.24% 74
2024
Q1
$1.48M Buy
61,198
+3,942
+7% +$95K 0.24% 73
2023
Q4
$1.39M Buy
57,256
+1,074
+2% +$26K 0.27% 77
2023
Q3
$1.35M Buy
56,182
+2,274
+4% +$54.5K 0.29% 76
2023
Q2
$1.3M Sell
53,908
-19,066
-26% -$458K 0.26% 85
2023
Q1
$1.78M Buy
72,974
+1,882
+3% +$45.9K 0.33% 76
2022
Q4
$1.71M Buy
71,092
+3,406
+5% +$82.2K 0.37% 66
2022
Q3
$1.63M Sell
67,686
-10,754
-14% -$259K 0.63% 55
2022
Q2
$1.93M Sell
78,440
-2,746
-3% -$67.5K 0.58% 59
2022
Q1
$2.01M Buy
81,186
+3,302
+4% +$81.8K 0.45% 68
2021
Q4
$1.98M Buy
77,884
+20,550
+36% +$522K 0.35% 68
2021
Q3
$1.47M Buy
57,334
+1,026
+2% +$26.3K 0.28% 79
2021
Q2
$1.44M Buy
56,308
+1,332
+2% +$34.1K 0.28% 77
2021
Q1
$1.41M Buy
54,976
+7,858
+17% +$202K 0.3% 77
2020
Q4
$1.21M Sell
47,118
-13,026
-22% -$335K 0.29% 75
2020
Q3
$1.55M Buy
60,144
+42,768
+246% +$1.1M 0.42% 71
2020
Q2
$449K Buy
+17,376
New +$449K 0.14% 75