Resurgent Financial 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 | $338K | Buy |
13,859
+282
| +2% | +$6.88K | 0.19% | 137 |
|
|
2025
Q1 | $330K | Sell |
13,577
-4,665
| -26% | -$114K | 0.2% | 134 |
|
|
2024
Q4 | $439K | Buy |
18,242
+3,668
| +25% | +$88.3K | 0.26% | 109 |
|
|
2024
Q3 | $357K | Buy |
14,574
+136
| +0.9% | +$3.33K | 0.21% | 134 |
|
|
2024
Q2 | $347K | Sell |
14,438
-15,114
| -51% | -$364K | 0.22% | 127 |
|
|
2024
Q1 | $712K | Buy |
29,552
+14,820
| +101% | +$357K | 0.38% | 78 |
|
|
2023
Q4 | $357K | Sell |
14,732
-1,906
| -11% | -$46.2K | 0.22% | 118 |
|
|
2023
Q3 | $398K | Sell |
16,638
-2,222
| -12% | -$53.2K | 0.27% | 94 |
|
|
2023
Q2 | $453K | Sell |
18,860
-1,550
| -8% | -$37.2K | 0.3% | 82 |
|
|
2023
Q1 | $498K | Sell |
20,410
-22,246
| -52% | -$543K | 0.33% | 78 |
|
|
2022
Q4 | $1.03M | Sell |
42,656
-41,376
| -49% | -$998K | 0.54% | 40 |
|
|
2022
Q3 | $2.03M | Sell |
84,032
-37,738
| -31% | -$911K | 1.36% | 14 |
|
|
2022
Q2 | $3M | Buy |
121,770
+6,932
| +6% | +$170K | 1.92% | 6 |
|
|
2022
Q1 | $2.85M | Sell |
114,838
-13,814
| -11% | -$342K | 1.77% | 7 |
|
|
2021
Q4 | $3.27M | Buy |
+128,652
| New | +$3.27M | 2.61% | 5 |
|