Resonant Capital 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 | $14.4M | Sell |
590,469
-32,742
| -5% | -$798K | 0.92% | 28 |
|
|
2025
Q1 | $15.2M | Buy |
623,211
+31,357
| +5% | +$763K | 1.06% | 24 |
|
|
2024
Q4 | $14.2M | Buy |
591,854
+2,218
| +0.4% | +$53.4K | 1.04% | 22 |
|
|
2024
Q3 | $14.4M | Buy |
589,636
+75,468
| +15% | +$1.85M | 1.06% | 22 |
|
|
2024
Q2 | $12.4M | Buy |
514,168
+48,782
| +10% | +$1.17M | 1% | 24 |
|
|
2024
Q1 | $11.2M | Buy |
465,386
+94,636
| +26% | +$2.28M | 0.96% | 25 |
|
|
2023
Q4 | $8.98M | Buy |
370,750
+104,436
| +39% | +$2.53M | 0.87% | 29 |
|
|
2023
Q3 | $6.38M | Buy |
+266,314
| New | +$6.38M | 0.68% | 35 |
|