Rede 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 | $2.5M | Buy |
102,393
+4,162
| +4% | +$101K | 0.9% | 13 |
|
|
2025
Q1 | $2.39M | Sell |
98,231
-6,173
| -6% | -$150K | 0.84% | 13 |
|
|
2024
Q4 | $2.51M | Sell |
104,404
-4,350
| -4% | -$105K | 0.96% | 11 |
|
|
2024
Q3 | $2.66M | Buy |
108,754
+7,118
| +7% | +$174K | 1.02% | 11 |
|
|
2024
Q2 | $2.45M | Buy |
101,636
+35,300
| +53% | +$849K | 2.25% | 10 |
|
|
2024
Q1 | $1.6M | Buy |
66,336
+13,910
| +27% | +$335K | 0.67% | 18 |
|
|
2023
Q4 | $1.27M | Buy |
+52,426
| New | +$1.27M | 0.6% | 22 |
|