Principal Securities’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 | $4.86M | Buy |
199,266
+128,413
| +181% | +$3.13M | 0.09% | 214 |
|
|
2025
Q1 | $1.7M | Hold |
70,853
| – | – | 0.04% | 410 |
|
|
2024
Q4 | $1.7M | Sell |
70,853
-10,901
| -13% | -$262K | 0.04% | 407 |
|
|
2024
Q3 | $2M | Buy |
81,754
+2,298
| +3% | +$56.3K | 0.05% | 347 |
|
|
2024
Q2 | $1.91M | Buy |
79,456
+23,058
| +41% | +$555K | 0.05% | 311 |
|
|
2024
Q1 | $1.36M | Buy |
56,398
+9,784
| +21% | +$236K | 0.04% | 373 |
|
|
2023
Q4 | $1.13M | Buy |
+46,614
| New | +$1.13M | 0.04% | 378 |
|